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Morton Brown Family Wealth’s Accenture ACN Stock Holding History

Morton Brown Family Wealth’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$1.43K – 174
2023
Q1 		$1.43K Buy
+5
New +$1.36K ﹤0.01% 227
2022
Q1 		– Sell
-8
Closed -$3K – 141
2021
Q4 		$3K Buy
+8
New +$2.92K ﹤0.01% 145

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morton Brown Family Wealth's ACN Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Accenture (ACN) in Q2 2023, closing a stake of 5 shares — an estimated $1.43K sold.

Morton Brown Family Wealth first reported a position in ACN in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 5 Accenture shares in Q2 2023, an estimated $1.43K.
  • Morton Brown Family Wealth first reported a position in Accenture in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's Accenture position peaked at $3K in Q4 2021.
  • 2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.