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Planning Capital Management Corporation’s Accenture ACN Stock Holding History

Planning Capital Management Corporation’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 		$60.7K Sell
172
-514
-75% -$169K 0.04% 162
2024
Q2 		$208K Sell
686
-28
-4% -$8.58K 0.15% 83
2024
Q1 		$247K Sell
714
-73
-9% -$26.6K 0.18% 72
2023
Q4 		$276K Buy
+787
New +$254K 0.22% 62

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 $315B AUM 27.84% 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

Planning Capital Management Corporation's ACN Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Accenture (ACN) stake by 75% in Q3 2024, selling an estimated $169K and leaving 172 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #162.

Planning Capital Management Corporation first reported a position in ACN in Q4 2023 and has held it in 4 quarters since. The position peaked at $276K in Q4 2023. 2,344 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Planning Capital Management Corporation held 172 shares of Accenture worth $60.7K as of Q3 2024.
  • Planning Capital Management Corporation sold 514 Accenture shares in Q3 2024, an estimated $169K.
  • Accenture made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #162 holding.
  • Planning Capital Management Corporation first reported a position in Accenture in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Accenture position peaked at $276K in Q4 2023.
  • 2,344 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.