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Obsidian Personal Planning Solutions’s Accenture ACN Stock Holding History

Obsidian Personal Planning Solutions’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
Q1 		– Sell
-608
Closed -$213K – 100
2023
Q4 		$213K Buy
+608
New +$196K 0.16% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Obsidian Personal Planning Solutions's ACN Position: Q1 2024 in Review

Obsidian Personal Planning Solutions sold out of Accenture (ACN) in Q1 2024, closing a stake of 608 shares — an estimated $213K sold.

Obsidian Personal Planning Solutions first reported a position in ACN in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Obsidian Personal Planning Solutions reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 608 Accenture shares in Q1 2024, an estimated $213K.
  • Obsidian Personal Planning Solutions first reported a position in Accenture in Q4 2023 and held it in 1 quarter.
  • Obsidian Personal Planning Solutions's Accenture position peaked at $213K in Q4 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2024, filed 9 May 2024.