SYSTM Wealth Solutions’s Accenture ACN Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	$18.4K	Sell	52 -16,993	-100%	-$5.59M	0.56%	28
2024 Q2	$5.17M	Sell	17,045 -21,597	-56%	-$6.62M	1.15%	25
2024 Q1	$13.4M	Buy	38,642 +1,587	+4%	+$578K	1.69%	3
2023 Q4	$13M	Buy	37,055 +657	+2%	+$212K	1.8%	3
2023 Q3	$11.2M	Buy	36,398 +420	+1%	+$132K	1.72%	4
2023 Q2	$11.1M	Buy	35,978 +3,161	+10%	+$919K	1.5%	7
2023 Q1	$9.38M	Sell	32,817 -3,851	-11%	-$1.05M	1.44%	5
2022 Q4	$9.78M	Buy	+36,668	New	+$10.1M	1.22%	8

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's ACN Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Accenture (ACN) stake by 100% in Q3 2024, selling an estimated $5.59M and leaving 52 shares worth $18.4K. The position accounts for 0.56% of the portfolio, ranked #28.

SYSTM Wealth Solutions first reported a position in ACN in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2024. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

SYSTM Wealth Solutions held 52 shares of Accenture worth $18.4K as of Q3 2024.
SYSTM Wealth Solutions sold 16,993 Accenture shares in Q3 2024, an estimated $5.59M.
Accenture made up 0.56% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #28 holding.
SYSTM Wealth Solutions first reported a position in Accenture in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Accenture position peaked at $13.4M in Q1 2024.
2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.