Safeguard Financial’s Accenture ACN Stock Holding History

Safeguard Financial’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	–	Sell	-92	Closed	-$28K	–	77
2023 Q2	$28K	Buy	+92	New	+$26.7K	0.01%	218

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Financial's ACN Position: Q3 2023 in Review

Safeguard Financial sold out of Accenture (ACN) in Q3 2023, closing a stake of 92 shares — an estimated $28K sold.

Safeguard Financial first reported a position in ACN in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 2,134 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

Safeguard Financial reported no remaining Accenture position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 92 Accenture shares in Q3 2023, an estimated $28K.
Safeguard Financial first reported a position in Accenture in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Accenture position peaked at $28K in Q2 2023.
2,134 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.