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Soundmark Wealth Management’s Accenture ACN Stock Holding History

Soundmark Wealth Management’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
2021
Q4 		– Sell
-1,100
Closed -$352K – 60
2021
Q3 		$352K Sell
1,100
-85
-7% -$27.6K 0.13% 53
2021
Q2 		$351K Sell
1,185
-120
-9% -$34.4K 0.14% 48
2021
Q1 		$361K Sell
1,305
-128
-9% -$33.1K 0.2% 46
2020
Q4 		$374K Buy
+1,433
New +$344K 0.24% 40

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soundmark Wealth Management's ACN Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Accenture (ACN) in Q4 2021, closing a stake of 1,100 shares — an estimated $352K sold.

Soundmark Wealth Management first reported a position in ACN in Q4 2020 and held it in 4 quarters. The position peaked at $374K in Q4 2020. 2,105 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Soundmark Wealth Management reported no remaining Accenture position as of Q4 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 1,100 Accenture shares in Q4 2021, an estimated $352K.
  • Soundmark Wealth Management first reported a position in Accenture in Q4 2020 and held it in 4 quarters.
  • Soundmark Wealth Management's Accenture position peaked at $374K in Q4 2020.
  • 2,105 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.