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Stonebridge Financial Planning Group’s Accenture ACN Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-100
Closed -$34K – 116
2021
Q4 		$34K Hold
100
– – 0.02% 248
2021
Q3 		$36K Hold
100
– – 0.02% 246
2021
Q2 		$31K Hold
100
– – 0.02% 256
2021
Q1 		$29K Hold
100
– – 0.02% 260
2020
Q4 		$26K Hold
100
– – 0.02% 249
2020
Q3 		$23K Hold
100
– – 0.02% 254
2020
Q2 		$22K Hold
100
– – 0.02% 254
2020
Q1 		$17K Hold
100
– – 0.02% 262
2019
Q4 		$21K Buy
+100
New +$19.5K 0.02% 236

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonebridge Financial Planning Group's ACN Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Accenture (ACN) in Q1 2022, closing a stake of 100 shares — an estimated $34K sold.

Stonebridge Financial Planning Group first reported a position in ACN in Q4 2019 and held it in 9 quarters. The position peaked at $36K in Q3 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Accenture position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Accenture shares in Q1 2022, an estimated $34K.
  • Stonebridge Financial Planning Group first reported a position in Accenture in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Accenture position peaked at $36K in Q3 2021.
  • 2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.