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SVA Wealth Management’s Accenture ACN Stock Holding History

SVA Wealth Management’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
2020
Q4 		$5.77M Buy
22,097
+2,230
+11% +$535K 0.5% 41
2020
Q3 		$4.49M Buy
19,867
+2,295
+13% +$526K 0.44% 52
2020
Q2 		$3.77M Buy
17,572
+1,151
+7% +$218K 0.4% 55
2020
Q1 		$2.68M Buy
16,421
+4,718
+40% +$909K 0.31% 59
2019
Q4 		$2.46M Buy
11,703
+623
+6% +$121K 0.23% 82
2019
Q3 		$2.13M Buy
11,080
+10
+0.1% +$1.94K 0.21% 92
2019
Q2 		$2.04M Buy
11,070
+1,838
+20% +$330K 0.2% 92
2019
Q1 		$1.63M Buy
+9,232
New +$1.45M 0.16% 106
2018
Q4 		– Sell
-1,419
Closed -$242K – 207
2018
Q3 		$242K Buy
+1,419
New +$236K 0.02% 202

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SVA Wealth Management's ACN Position: Q4 2020 in Review

SVA Wealth Management increased its Accenture (ACN) stake by 11% in Q4 2020, buying an estimated $535K and bringing the position to 22,097 shares worth $5.77M. The position accounts for 0.5% of the portfolio, ranked #41.

SVA Wealth Management first reported a position in ACN in Q3 2018 and has held it in 9 quarters since. 1,782 funds tracked by Wall St. Rank hold ACN as of Q4 2020.

  • SVA Wealth Management held 22,097 shares of Accenture worth $5.77M as of Q4 2020.
  • SVA Wealth Management bought 2,230 Accenture shares in Q4 2020, an estimated $535K.
  • Accenture made up 0.5% of SVA Wealth Management's portfolio in Q4 2020, its #41 holding.
  • SVA Wealth Management first reported a position in Accenture in Q3 2018 and has held it in 9 quarters since.
  • 1,782 funds tracked by Wall St. Rank held Accenture as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.