S
ACN icon

Surevest’s Accenture ACN Stock Holding History

Surevest’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
Q3 		$167K Hold
649
– – 0.05% 144
2022
Q2 		$180K Hold
649
– – 0.05% 136
2022
Q1 		$219K Hold
649
– – 0.05% 132
2021
Q4 		$269K Hold
649
– – 0.06% 110
2021
Q3 		$208K Buy
+649
New +$211K 0.05% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Surevest's ACN Position: Q3 2022 in Review

Surevest held its Accenture (ACN) position steady in Q3 2022 at 649 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #144.

Surevest first reported a position in ACN in Q3 2021 and has held it in 5 quarters since. The position peaked at $269K in Q4 2021. 1,941 funds tracked by Wall St. Rank hold ACN as of Q3 2022.

  • Surevest held 649 shares of Accenture worth $167K as of Q3 2022.
  • Surevest left its Accenture share count unchanged in Q3 2022.
  • Accenture made up 0.05% of Surevest's portfolio in Q3 2022, its #144 holding.
  • Surevest first reported a position in Accenture in Q3 2021 and has held it in 5 quarters since.
  • Surevest's Accenture position peaked at $269K in Q4 2021.
  • 1,941 funds tracked by Wall St. Rank held Accenture as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.