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MPS Loria Financial Planners’s Accenture ACN Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-296
Closed -$81K – 86
2021
Q1 		$81K Hold
296
– – 0.04% 128
2020
Q4 		$76K Buy
296
+96
+48% +$23K 0.03% 133
2020
Q3 		$45K Hold
200
– – 0.02% 152
2020
Q2 		$43K Buy
+200
New +$37.8K 0.02% 151
2017
Q3 		– Sell
-200
Closed -$26K – 73
2017
Q2 		$26K Buy
+200
New +$24.4K 0.02% 206

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's ACN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Accenture (ACN) in Q2 2021, closing a stake of 296 shares — an estimated $81K sold.

MPS Loria Financial Planners first reported a position in ACN in Q2 2017 and held it in 5 quarters. The position peaked at $81K in Q1 2021. 1,864 funds tracked by Wall St. Rank hold ACN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Accenture position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 296 Accenture shares in Q2 2021, an estimated $81K.
  • MPS Loria Financial Planners first reported a position in Accenture in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Accenture position peaked at $81K in Q1 2021.
  • 1,864 funds tracked by Wall St. Rank held Accenture as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.