Sanford Advisory Services’s Accenture ACN Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1.66M	Buy	6,238 +122	+2%	+$33.7K	0.4%	42
2022 Q3	$1.57M	Buy	6,116 +55	+0.9%	+$15.9K	0.45%	32
2022 Q2	$1.68M	Buy	6,061 +250	+4%	+$75.1K	0.48%	27
2022 Q1	$1.96M	Buy	5,811 +253	+5%	+$85.3K	0.53%	24
2021 Q4	$2.3M	Buy	5,558 +49	+0.9%	+$17.9K	0.52%	26
2021 Q3	$1.76M	Hold	5,509	–	–	0.44%	24
2021 Q2	$1.62M	Sell	5,509 -58	-1%	-$16.6K	0.42%	28
2021 Q1	$1.54M	Buy	5,567 +129	+2%	+$33.3K	0.43%	28
2020 Q4	$1.42M	Buy	+5,438	New	+$1.3M	0.45%	23

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Sanford Advisory Services's ACN Position: Q4 2022 in Review

Sanford Advisory Services increased its Accenture (ACN) stake by 2% in Q4 2022, buying an estimated $33.7K and bringing the position to 6,238 shares worth $1.66M. The position accounts for 0.4% of the portfolio, ranked #42.

Sanford Advisory Services first reported a position in ACN in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.3M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

Sanford Advisory Services held 6,238 shares of Accenture worth $1.66M as of Q4 2022.
Sanford Advisory Services bought 122 Accenture shares in Q4 2022, an estimated $33.7K.
Accenture made up 0.4% of Sanford Advisory Services's portfolio in Q4 2022, its #42 holding.
Sanford Advisory Services first reported a position in Accenture in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Accenture position peaked at $2.3M in Q4 2021.
2,041 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.