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Polaris Wealth Advisory Group’s Accenture ACN Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$3.94M Sell
12,821
-12,657
-50% -$3.99M 0.3% 88
2023
Q2 		$7.86M Sell
25,478
-9,723
-28% -$2.83M 0.6% 60
2023
Q1 		$10.1M Sell
35,201
-1,444
-4% -$394K 0.74% 44
2022
Q4 		$10.3M Buy
+36,645
New +$10.1M 0.77% 42
2022
Q1 		– Sell
-2,341
Closed -$970K – 157
2021
Q4 		$970K Sell
2,341
-26
-1% -$9.48K 0.06% 107
2021
Q3 		$772K Buy
2,367
+48
+2% +$15.6K 0.05% 108
2021
Q2 		$696K Buy
2,319
+43
+2% +$12.3K 0.04% 108
2021
Q1 		$655K Buy
2,276
+190
+9% +$49.1K 0.04% 108
2020
Q4 		$551K Sell
2,086
-65,849
-97% -$15.8M 0.04% 112
2020
Q3 		$15.2M Sell
67,935
-32,357
-32% -$7.41M 1.43% 28
2020
Q2 		$21.5M Buy
+100,292
New +$19M 1.7% 27
2019
Q2 		– Sell
-1,757
Closed -$310K – 141
2019
Q1 		$310K Sell
1,757
-168,281
-99% -$26.4M 0.02% 131
2018
Q4 		$24M Sell
170,038
-4,244
-2% -$671K 2.26% 12
2018
Q3 		$29.7M Buy
174,282
+174,187
+183,355% +$29M 2.05% 10
2018
Q2 		$15K Sell
95
-82
-46% -$12.8K ﹤0.01% 182
2018
Q1 		$27K Buy
+177
New +$28K ﹤0.01% 270
2016
Q2 		– Sell
-115,805
Closed -$13.4M – 104
2016
Q1 		$13.4M Buy
115,805
+20,623
+22% +$2.12M 2.09% 22
2015
Q4 		$9.95M Buy
95,182
+20,989
+28% +$2.21M 1.61% 24
2015
Q3 		$7.29M Buy
74,193
+68,953
+1,316% +$6.84M 1.49% 27
2015
Q2 		$507K Buy
+5,240
New +$501K 0.1% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's ACN Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Accenture (ACN) stake by 50% in Q3 2023, selling an estimated $3.99M and leaving 12,821 shares worth $3.94M. The position accounts for 0.3% of the portfolio, ranked #88.

Polaris Wealth Advisory Group first reported a position in ACN in Q2 2015 and has held it in 20 quarters since. The position peaked at $29.7M in Q3 2018. 2,135 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Polaris Wealth Advisory Group held 12,821 shares of Accenture worth $3.94M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 12,657 Accenture shares in Q3 2023, an estimated $3.99M.
  • Accenture made up 0.3% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #88 holding.
  • Polaris Wealth Advisory Group first reported a position in Accenture in Q2 2015 and has held it in 20 quarters since.
  • Polaris Wealth Advisory Group's Accenture position peaked at $29.7M in Q3 2018.
  • 2,135 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.