Paulson Wealth Management’s Accenture ACN Stock Holding History

Paulson Wealth Management’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	-728	Closed	-$224K	–	136
2023 Q3	$224K	Hold	728	–	–	0.08%	119
2023 Q2	$225K	Buy	728 +7	+1%	+$2.03K	0.08%	119
2023 Q1	$206K	Buy	+721	New	+$197K	0.09%	93
2022 Q2	–	Sell	-647	Closed	-$218K	–	74
2022 Q1	$218K	Hold	647	–	–	0.1%	78
2021 Q4	$268K	Buy	+647	New	+$236K	0.12%	74
2019 Q4	–	Sell	-1,271	Closed	-$244K	–	98
2019 Q3	$244K	Sell	1,271 -100	-7%	-$19.4K	0.18%	88
2019 Q2	$267K	Hold	1,371	–	–	0.2%	88
2019 Q1	$241K	Hold	1,371	–	–	0.18%	97
2018 Q4	$204K	Buy	1,371 +78	+6%	+$12.3K	0.17%	105
2018 Q3	$204K	Buy	+1,293	New	+$215K	0.18%	118
2018 Q1	–	Sell	-1,035	Closed	-$158K	–	112
2017 Q4	$158K	Buy	+1,035	New	+$150K	0.14%	126

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paulson Wealth Management's ACN Position: Q4 2023 in Review

Paulson Wealth Management sold out of Accenture (ACN) in Q4 2023, closing a stake of 728 shares — an estimated $224K sold.

Paulson Wealth Management first reported a position in ACN in Q4 2017 and held it in 11 quarters. The position peaked at $268K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

Paulson Wealth Management reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
Paulson Wealth Management sold 728 Accenture shares in Q4 2023, an estimated $224K.
Paulson Wealth Management first reported a position in Accenture in Q4 2017 and held it in 11 quarters.
Paulson Wealth Management's Accenture position peaked at $268K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

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