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TFO Wealth Partners’s Accenture ACN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-112
Closed -$38.8K – 63
2024
Q1 		$38.8K Hold
112
– – 0.01% 61
2023
Q4 		$39.3K Sell
112
-121
-52% -$39K 0.01% 62
2023
Q3 		$71.9K Buy
233
+5
+2% +$1.57K 0.02% 71
2023
Q2 		$70.4K Buy
228
+116
+104% +$33.7K 0.01% 65
2023
Q1 		$32K Buy
112
+111
+11,100% +$30.3K 0.01% 79
2022
Q4 		$30 Buy
+1
New +$277 ﹤0.01% 892
2022
Q3 		– Sell
-12
Closed -$3K – 140
2022
Q2 		$3K Buy
+12
New +$3.61K ﹤0.01% 246
2020
Q4 		– Sell
-49
Closed -$11K – 81
2020
Q3 		$11K Buy
+49
New +$11.2K ﹤0.01% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's ACN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Accenture (ACN) in Q2 2024, closing a stake of 112 shares — an estimated $38.8K sold.

TFO Wealth Partners first reported a position in ACN in Q3 2020 and held it in 8 quarters. The position peaked at $71.9K in Q3 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 112 Accenture shares in Q2 2024, an estimated $38.8K.
  • TFO Wealth Partners first reported a position in Accenture in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's Accenture position peaked at $71.9K in Q3 2023.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.