SPIS
ACN icon

Steward Partners Investment Solutions’s Accenture ACN Stock Holding History

Steward Partners Investment Solutions’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 		$1.2M Sell
3,458
-593
-15% -$216K 0.2% 93
2023
Q4 		$1.42M Buy
+4,051
New +$1.31M 0.59% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Steward Partners Investment Solutions's ACN Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Accenture (ACN) stake by 15% in Q1 2024, selling an estimated $216K and leaving 3,458 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #93.

Steward Partners Investment Solutions first reported a position in ACN in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.42M in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Steward Partners Investment Solutions held 3,458 shares of Accenture worth $1.2M as of Q1 2024.
  • Steward Partners Investment Solutions sold 593 Accenture shares in Q1 2024, an estimated $216K.
  • Accenture made up 0.2% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #93 holding.
  • Steward Partners Investment Solutions first reported a position in Accenture in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Accenture position peaked at $1.42M in Q4 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.