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Mountain Capital Investment Advisors’s Accenture ACN Stock Holding History

Mountain Capital Investment Advisors’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
2022
Q4 		– Sell
-6,140
Closed -$1.62M – 76
2022
Q3 		$1.62M Sell
6,140
-468
-7% -$135K 0.85% 37
2022
Q2 		$1.85M Buy
6,608
+1,009
+18% +$303K 0.92% 27
2022
Q1 		$1.83M Sell
5,599
-552
-9% -$186K 0.87% 33
2021
Q4 		$2.31M Buy
6,151
+1,315
+27% +$479K 1.05% 17
2021
Q3 		$1.57M Sell
4,836
-1,574
-25% -$512K 0.83% 27
2021
Q2 		$1.98M Sell
6,410
-2,460
-28% -$704K 0.91% 23
2021
Q1 		$2.53M Buy
8,870
+1,531
+21% +$396K 1.27% 17
2020
Q4 		$1.91M Sell
7,339
-1,791
-20% -$429K 1.15% 18
2020
Q3 		$2.1M Buy
+9,130
New +$2.09M 1.36% 21
2017
Q4 		– Sell
-118
Closed -$16K – 39
2017
Q3 		$16K Hold
118
– – 0.01% 211
2017
Q2 		$15K Buy
+118
New +$14.4K 0.01% 255

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mountain Capital Investment Advisors's ACN Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of Accenture (ACN) in Q4 2022, closing a stake of 6,140 shares — an estimated $1.62M sold.

Mountain Capital Investment Advisors first reported a position in ACN in Q2 2017 and held it in 11 quarters. The position peaked at $2.53M in Q1 2021. 2,041 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Mountain Capital Investment Advisors reported no remaining Accenture position as of Q4 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 6,140 Accenture shares in Q4 2022, an estimated $1.62M.
  • Mountain Capital Investment Advisors first reported a position in Accenture in Q2 2017 and held it in 11 quarters.
  • Mountain Capital Investment Advisors's Accenture position peaked at $2.53M in Q1 2021.
  • 2,041 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.