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Resurgent Financial Advisors’s Accenture ACN Stock Holding History

Resurgent 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
Q1 		– Sell
-663
Closed -$233K – 197
2023
Q4 		$233K Buy
663
+69
+12% +$22.2K 0.14% 152
2023
Q3 		$182K Sell
594
-194
-25% -$61.1K 0.12% 158
2023
Q2 		$243K Buy
788
+26
+3% +$7.55K 0.16% 120
2023
Q1 		$218K Sell
762
-37
-5% -$10.1K 0.15% 138
2022
Q4 		$213K Buy
+799
New +$221K 0.11% 190
2022
Q2 		– Sell
-718
Closed -$242K – 191
2022
Q1 		$242K Buy
718
+233
+48% +$78.6K 0.15% 150
2021
Q4 		$201K Buy
+485
New +$177K 0.16% 125

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Resurgent Financial Advisors's ACN Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Accenture (ACN) in Q1 2024, closing a stake of 663 shares — an estimated $233K sold.

Resurgent Financial Advisors first reported a position in ACN in Q4 2021 and held it in 7 quarters. The position peaked at $243K in Q2 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 663 Accenture shares in Q1 2024, an estimated $233K.
  • Resurgent Financial Advisors first reported a position in Accenture in Q4 2021 and held it in 7 quarters.
  • Resurgent Financial Advisors's Accenture position peaked at $243K in Q2 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.