SWG
ACN icon

Summit Wealth Group’s Accenture ACN Stock Holding History

Summit Wealth 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
Q2 		– Sell
-42,014
Closed – – 81
2023
Q1 		$0 Buy
+42,014
New +$11.5M ﹤0.01% 153
2021
Q3 		– Sell
-167
Closed -$49K – 47
2021
Q2 		$49K Buy
167
+13
+8% +$3.72K 0.07% 54
2021
Q1 		$43K Buy
+154
New +$39.8K 0.07% 52

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Summit Wealth Group's ACN Position: Q2 2023 in Review

Summit Wealth Group sold out of Accenture (ACN) in Q2 2023, closing a stake of 42,014 shares.

Summit Wealth Group first reported a position in ACN in Q1 2021 and held it in 3 quarters. The position peaked at $49K in Q2 2021. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

  • Summit Wealth Group reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 42,014 Accenture shares in Q2 2023.
  • Summit Wealth Group first reported a position in Accenture in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Accenture position peaked at $49K in Q2 2021.
  • 2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.