SkyOak Wealth’s Accenture ACN Stock Holding History

SkyOak 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 Q1	–	Sell	-894	Closed	-$314K	–	250
2023 Q4	$314K	Sell	894 -14	-2%	-$4.51K	0.08%	172
2023 Q3	$279K	Sell	908 -24	-3%	-$7.56K	0.08%	179
2023 Q2	$288K	Buy	932 +74	+9%	+$21.5K	0.08%	173
2023 Q1	$245K	Buy	+858	New	+$234K	0.07%	190
2021 Q4	–	Sell	-670	Closed	-$214K	–	246
2021 Q3	$214K	Buy	+670	New	+$218K	0.06%	209

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SkyOak Wealth's ACN Position: Q1 2024 in Review

SkyOak Wealth sold out of Accenture (ACN) in Q1 2024, closing a stake of 894 shares — an estimated $314K sold.

SkyOak Wealth first reported a position in ACN in Q3 2021 and held it in 5 quarters. The position peaked at $314K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

SkyOak Wealth reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
SkyOak Wealth sold 894 Accenture shares in Q1 2024, an estimated $314K.
SkyOak Wealth first reported a position in Accenture in Q3 2021 and held it in 5 quarters.
SkyOak Wealth's Accenture position peaked at $314K in Q4 2023.
2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.