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Planned Solutions’s Accenture ACN Stock Holding History

Planned 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
Q4 		– Sell
-330
Closed -$117K – 118
2024
Q3 		$117K Buy
+330
New +$109K 0.05% 182
2024
Q1 		– Sell
-330
Closed -$116K – 106
2023
Q4 		$116K Buy
+330
New +$106K 0.05% 160
2021
Q1 		– Sell
-370
Closed -$97K – 65
2020
Q4 		$97K Buy
370
+330
+825% +$79.1K 0.08% 102
2020
Q3 		$9K Buy
+40
New +$9.16K 0.01% 262

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Planned Solutions's ACN Position: Q4 2024 in Review

Planned Solutions sold out of Accenture (ACN) in Q4 2024, closing a stake of 330 shares — an estimated $117K sold.

Planned Solutions first reported a position in ACN in Q3 2020 and held it in 4 quarters. The position peaked at $117K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Planned Solutions reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 330 Accenture shares in Q4 2024, an estimated $117K.
  • Planned Solutions first reported a position in Accenture in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Accenture position peaked at $117K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.