NWMG
ACN icon

National Wealth Management Group’s Accenture ACN Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-1,682
Closed -$516K – 134
2023
Q3 		$516K Buy
+1,682
New +$530K 0.56% 51
2023
Q2 		– Sell
-1,657
Closed -$459K – 129
2023
Q1 		$459K Buy
+1,657
New +$452K 0.52% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

National Wealth Management Group's ACN Position: Q4 2023 in Review

National Wealth Management Group sold out of Accenture (ACN) in Q4 2023, closing a stake of 1,682 shares — an estimated $516K sold.

National Wealth Management Group first reported a position in ACN in Q1 2023 and held it in 2 quarters. The position peaked at $516K in Q3 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • National Wealth Management Group reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 1,682 Accenture shares in Q4 2023, an estimated $516K.
  • National Wealth Management Group first reported a position in Accenture in Q1 2023 and held it in 2 quarters.
  • National Wealth Management Group's Accenture position peaked at $516K in Q3 2023.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.