Schneider Downs Wealth Management Advisors’s Accenture ACN Stock Holding History

Schneider Downs Wealth Management 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
2022 Q4	–	Sell	-1,765	Closed	-$454K	–	114
2022 Q3	$454K	Sell	1,765 -180	-9%	-$52K	0.13%	67
2022 Q2	$540K	Hold	1,945	–	–	0.15%	69
2022 Q1	$656K	Sell	1,945 -78	-4%	-$26.3K	0.17%	64
2021 Q4	$839K	Sell	2,023 -10	-0.5%	-$3.65K	0.2%	53
2021 Q3	$650K	Buy	2,033 +6	+0.3%	+$1.95K	0.17%	67
2021 Q2	$598K	Sell	2,027 -5	-0.2%	-$1.43K	0.15%	68
2021 Q1	$561K	Buy	+2,032	New	+$525K	0.14%	66

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

Schneider Downs Wealth Management Advisors's ACN Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Accenture (ACN) in Q4 2022, closing a stake of 1,765 shares — an estimated $454K sold.

Schneider Downs Wealth Management Advisors first reported a position in ACN in Q1 2021 and held it in 7 quarters. The position peaked at $839K in Q4 2021. 2,042 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Accenture position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,765 Accenture shares in Q4 2022, an estimated $454K.
Schneider Downs Wealth Management Advisors first reported a position in Accenture in Q1 2021 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Accenture position peaked at $839K in Q4 2021.
2,042 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.