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One Wealth Management Investment & Advisory Services’s Accenture ACN Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-3,048
Closed -$925K – 48
2024
Q2 		$925K Buy
3,048
+33
+1% +$10.1K 0.37% 43
2024
Q1 		$1.05M Sell
3,015
-226
-7% -$82.4K 0.43% 41
2023
Q4 		$1.14M Buy
+3,241
New +$1.04M 0.51% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ACN Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Accenture (ACN) in Q3 2024, closing a stake of 3,048 shares — an estimated $925K sold.

One Wealth Management Investment & Advisory Services first reported a position in ACN in Q4 2023 and held it in 3 quarters. The position peaked at $1.14M in Q4 2023. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 3,048 Accenture shares in Q3 2024, an estimated $925K.
  • One Wealth Management Investment & Advisory Services first reported a position in Accenture in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Accenture position peaked at $1.14M in Q4 2023.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.