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Sutton Wealth Advisors’s Accenture ACN Stock Holding History

Sutton Wealth Advisors’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
Q3 		$57.7K Buy
188
+44
+31% +$13.9K 0.03% 214
2023
Q2 		$44.4K Hold
144
– – 0.02% 241
2023
Q1 		$41.2K Sell
144
-44
-23% -$12K 0.02% 221
2022
Q4 		$50.2K Sell
188
-42
-18% -$11.6K 0.02% 390
2022
Q3 		$59.2K Buy
230
+36
+19% +$10.4K 0.02% 345
2022
Q2 		$53.9K Sell
194
-15
-7% -$4.51K 0.02% 363
2022
Q1 		$70.5K Buy
209
+40
+24% +$13.5K 0.02% 320
2021
Q4 		$70.1K Buy
169
+1
+0.6% +$364 0.02% 327
2021
Q3 		$53.7K Buy
168
+5
+3% +$1.63K 0.02% 381
2021
Q2 		$48.1K Hold
163
– – 0.02% 418
2021
Q1 		$45K Sell
163
-6
-4% -$1.55K 0.02% 419
2020
Q4 		$44.1K Buy
169
+17
+11% +$4.08K 0.02% 398
2020
Q3 		$34.4K Hold
152
– – 0.02% 395
2020
Q2 		$32.6K Buy
152
+13
+9% +$2.46K 0.02% 407
2020
Q1 		$22.7K Buy
139
+8
+6% +$1.54K 0.01% 441
2019
Q4 		$27.6K Hold
131
– – 0.01% 488
2019
Q3 		$25.2K Hold
131
– – 0.01% 500
2019
Q2 		$24.2K Buy
131
+14
+12% +$2.51K 0.01% 515
2019
Q1 		$20.6K Buy
117
+13
+13% +$2.04K 0.01% 561
2018
Q4 		$14.7K Hold
104
– – 0.01% 628
2018
Q3 		$17.7K Sell
104
-300
-74% -$49.9K 0.01% 636
2018
Q2 		$66.1K Hold
404
– – 0.05% 237
2018
Q1 		$62K Hold
404
– – 0.04% 236
2017
Q4 		$61.8K Hold
404
– – 0.05% 240
2017
Q3 		$54.6K Hold
404
– – 0.04% 259
2017
Q2 		$50K Buy
404
+25
+7% +$3.05K 0.04% 263
2017
Q1 		$45.4K Hold
379
– – 0.04% 283
2016
Q4 		$44.4K Hold
379
– – 0.04% 287
2016
Q3 		$46.3K Hold
379
– – 0.04% 269
2016
Q2 		$42.9K Hold
379
– – 0.04% 264
2016
Q1 		$43.7K Buy
+379
New +$38.9K 0.04% 266

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

Sutton Wealth Advisors's ACN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Accenture (ACN) stake by 31% in Q3 2023, buying an estimated $13.9K and bringing the position to 188 shares worth $57.7K. The position accounts for 0.03% of the portfolio, ranked #214.

Sutton Wealth Advisors first reported a position in ACN in Q1 2016 and has held it in 31 quarters since. The position peaked at $70.5K in Q1 2022. 2,135 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Sutton Wealth Advisors held 188 shares of Accenture worth $57.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 44 Accenture shares in Q3 2023, an estimated $13.9K.
  • Accenture made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #214 holding.
  • Sutton Wealth Advisors first reported a position in Accenture in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Accenture position peaked at $70.5K in Q1 2022.
  • 2,135 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.