PWM
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PBMares Wealth Management’s Accenture ACN Stock Holding History

PBMares 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
2020
Q2 		– Sell
-17,284
Closed -$2.82M – 107
2020
Q1 		$2.82M Hold
17,284
– – 4.44% 3
2019
Q4 		$3.64M Buy
+17,284
New +$3.37M 4.33% 3

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PBMares Wealth Management's ACN Position: Q2 2020 in Review

PBMares Wealth Management sold out of Accenture (ACN) in Q2 2020, closing a stake of 17,284 shares — an estimated $2.82M sold.

PBMares Wealth Management first reported a position in ACN in Q4 2019 and held it in 2 quarters. The position peaked at $3.64M in Q4 2019. 1,604 funds tracked by Wall St. Rank hold ACN as of Q2 2020.

  • PBMares Wealth Management reported no remaining Accenture position as of Q2 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 17,284 Accenture shares in Q2 2020, an estimated $2.82M.
  • PBMares Wealth Management first reported a position in Accenture in Q4 2019 and held it in 2 quarters.
  • PBMares Wealth Management's Accenture position peaked at $3.64M in Q4 2019.
  • 1,604 funds tracked by Wall St. Rank held Accenture as of Q2 2020.

Based on PBMares Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.