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Oak Harvest Investment Services’s Accenture ACN Stock Holding History

Oak Harvest Investment Services’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
2024
Q2 		– Sell
-3,991
Closed -$1.38M – 121
2024
Q1 		$1.38M Buy
3,991
+271
+7% +$98.8K 0.23% 77
2023
Q4 		$1.31M Sell
3,720
-95
-2% -$30.6K 0.26% 69
2023
Q3 		$1.17M Buy
3,815
+1,448
+61% +$456K 0.25% 61
2023
Q2 		$731K Buy
+2,367
New +$688K 0.16% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harvest Investment Services's ACN Position: Q2 2024 in Review

Oak Harvest Investment Services sold out of Accenture (ACN) in Q2 2024, closing a stake of 3,991 shares — an estimated $1.38M sold.

Oak Harvest Investment Services first reported a position in ACN in Q2 2023 and held it in 4 quarters. The position peaked at $1.38M in Q1 2024. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Oak Harvest Investment Services reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,991 Accenture shares in Q2 2024, an estimated $1.38M.
  • Oak Harvest Investment Services first reported a position in Accenture in Q2 2023 and held it in 4 quarters.
  • Oak Harvest Investment Services's Accenture position peaked at $1.38M in Q1 2024.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Oak Harvest Investment Services's 13F filing for Q2 2024, filed 22 Jul 2024.