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REDW Wealth’s Accenture ACN Stock Holding History

REDW Wealth’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
-1,050
Closed -$371K – 105
2024
Q3 		$371K Sell
1,050
-75
-7% -$24.7K 0.1% 111
2024
Q2 		$341K Buy
1,125
+100
+10% +$30.6K 0.09% 116
2024
Q1 		$355K Hold
1,025
– – 0.1% 110
2023
Q4 		$360K Buy
1,025
+64
+7% +$20.6K 0.1% 102
2023
Q3 		$295K Sell
961
-10
-1% -$3.15K 0.09% 107
2023
Q2 		$300K Buy
971
+57
+6% +$16.6K 0.09% 114
2023
Q1 		$261K Hold
914
– – 0.08% 112
2022
Q4 		$244K Sell
914
-100
-10% -$27.7K 0.08% 116
2022
Q3 		$261K Buy
1,014
+75
+8% +$21.7K 0.1% 95
2022
Q2 		$261K Buy
939
+15
+2% +$4.51K 0.1% 102
2022
Q1 		$312K Buy
924
+50
+6% +$16.9K 0.09% 86
2021
Q4 		$362K Sell
874
-31
-3% -$11.3K 0.11% 77
2021
Q3 		$290K Hold
905
– – 0.09% 86
2021
Q2 		$267K Buy
905
+66
+8% +$18.9K 0.08% 91
2021
Q1 		$232K Hold
839
– – 0.08% 100
2020
Q4 		$219K Buy
+839
New +$201K 0.08% 89
2020
Q1 		– Sell
-1,039
Closed -$219K – 75
2019
Q4 		$219K Buy
+1,039
New +$203K 0.12% 75

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

REDW Wealth's ACN Position: Q4 2024 in Review

REDW Wealth sold out of Accenture (ACN) in Q4 2024, closing a stake of 1,050 shares — an estimated $371K sold.

REDW Wealth first reported a position in ACN in Q4 2019 and held it in 17 quarters. The position peaked at $371K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • REDW Wealth reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 1,050 Accenture shares in Q4 2024, an estimated $371K.
  • REDW Wealth first reported a position in Accenture in Q4 2019 and held it in 17 quarters.
  • REDW Wealth's Accenture position peaked at $371K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.