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StrategIQ Financial Group’s Accenture ACN Stock Holding History

StrategIQ Financial 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
2023
Q4 		$337K Hold
961
– – 0.04% 248
2023
Q3 		$295K Buy
961
+18
+2% +$5.67K 0.03% 255
2023
Q2 		$291K Hold
943
– – 0.03% 258
2023
Q1 		$270K Hold
943
– – 0.03% 250
2022
Q4 		$252K Hold
943
– – 0.03% 248
2022
Q3 		$243K Buy
+943
New +$273K 0.03% 248
2022
Q2 		– Sell
-706
Closed -$238K – 282
2022
Q1 		$238K Hold
706
– – 0.03% 275
2021
Q4 		$293K Buy
+706
New +$257K 0.03% 252

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

StrategIQ Financial Group's ACN Position: Q4 2023 in Review

StrategIQ Financial Group held its Accenture (ACN) position steady in Q4 2023 at 961 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #248.

StrategIQ Financial Group first reported a position in ACN in Q4 2021 and has held it in 8 quarters since. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • StrategIQ Financial Group held 961 shares of Accenture worth $337K as of Q4 2023.
  • StrategIQ Financial Group left its Accenture share count unchanged in Q4 2023.
  • Accenture made up 0.04% of StrategIQ Financial Group's portfolio in Q4 2023, its #248 holding.
  • StrategIQ Financial Group first reported a position in Accenture in Q4 2021 and has held it in 8 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.