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Swaine & Leidel Wealth Services’s Accenture ACN Stock Holding History

Swaine & Leidel Wealth Services’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
Q2 		– Sell
-9,742
Closed -$1.59M – 51
2020
Q1 		$1.59M Buy
+9,742
New +$1.88M 1.65% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's ACN Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Accenture (ACN) in Q2 2020, closing a stake of 9,742 shares — an estimated $1.59M sold.

Swaine & Leidel Wealth Services first reported a position in ACN in Q1 2020 and held it in 1 quarter. The position peaked at $1.59M in Q1 2020. 1,605 funds tracked by Wall St. Rank hold ACN as of Q2 2020.

  • Swaine & Leidel Wealth Services reported no remaining Accenture position as of Q2 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 9,742 Accenture shares in Q2 2020, an estimated $1.59M.
  • Swaine & Leidel Wealth Services first reported a position in Accenture in Q1 2020 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's Accenture position peaked at $1.59M in Q1 2020.
  • 1,605 funds tracked by Wall St. Rank held Accenture as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.