Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-872
Closed -$268K 55
2023
Q3
$268K Sell
872
-37
-4% -$11.7K 0.2% 83
2023
Q2
$281K Buy
909
+62
+7% +$18K 0.06% 148
2023
Q1
$242K Sell
847
-10
-1% -$2.73K 0.05% 223
2022
Q4
$229K Sell
857
-520
-38% -$144K 0.05% 235
2022
Q3
$354K Buy
1,377
+309
+29% +$89.3K 0.08% 177
2022
Q2
$296K Sell
1,068
-8
-0.7% -$2.4K 0.06% 203
2022
Q1
$362K Buy
1,076
+83
+8% +$28K 0.07% 193
2021
Q4
$411K Buy
+993
New +$362K 0.08% 167

Other funds holding ACN

TCWP's ACN Position: Q4 2023 in Review

TCWP sold out of Accenture (ACN) in Q4 2023, closing a stake of 872 shares — an estimated $268K sold.

TCWP first reported a position in ACN in Q4 2021 and held it in 8 quarters. The position peaked at $411K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • TCWP reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 872 Accenture shares in Q4 2023, an estimated $268K.
  • TCWP first reported a position in Accenture in Q4 2021 and held it in 8 quarters.
  • TCWP's Accenture position peaked at $411K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.