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Peak Financial Advisors’s Accenture ACN Stock Holding History

Peak Financial Advisors’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
-9,786
Closed -$2.97M – 75
2024
Q2 		$2.97M Buy
+9,786
New +$3M 1.7% 18

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

Peak Financial Advisors's ACN Position: Q3 2024 in Review

Peak Financial Advisors sold out of Accenture (ACN) in Q3 2024, closing a stake of 9,786 shares — an estimated $2.97M sold.

Peak Financial Advisors first reported a position in ACN in Q2 2024 and held it in 1 quarter. The position peaked at $2.97M in Q2 2024. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Peak Financial Advisors reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 9,786 Accenture shares in Q3 2024, an estimated $2.97M.
  • Peak Financial Advisors first reported a position in Accenture in Q2 2024 and held it in 1 quarter.
  • Peak Financial Advisors's Accenture position peaked at $2.97M in Q2 2024.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.