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Tiedemann Advisors’s Accenture ACN Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$775K Buy
2,552
+865
+51% +$273K 0.03% 142
2023
Q2 		$521K Buy
1,687
+71
+4% +$20.6K 0.02% 155
2023
Q1 		$462K Buy
+1,616
New +$441K 0.02% 156
2021
Q3 		– Sell
-1,293
Closed -$381K – 297
2021
Q2 		$381K Sell
1,293
-199
-13% -$57K 0.02% 262
2021
Q1 		$413K Sell
1,492
-718
-32% -$186K 0.02% 231
2020
Q4 		$578K Buy
2,210
+746
+51% +$179K 0.03% 196
2020
Q3 		$331K Buy
1,464
+185
+14% +$42.4K 0.02% 250
2020
Q2 		$274K Hold
1,279
– – 0.01% 256
2020
Q1 		$209K Sell
1,279
-31
-2% -$5.97K 0.01% 269
2019
Q4 		$276K Buy
1,310
+39
+3% +$7.6K 0.01% 256
2019
Q3 		$244K Buy
1,271
+68
+6% +$13.2K 0.01% 275
2019
Q2 		$222K Sell
1,203
-9,758
-89% -$1.75M 0.01% 272
2019
Q1 		$1.93M Sell
10,961
-15
-0.1% -$2.36K 0.09% 139
2018
Q4 		$1.55M Buy
+10,976
New +$1.74M 0.08% 156
2017
Q4 		– Sell
-3,665
Closed -$459K – 224
2017
Q3 		$459K Sell
3,665
-2,543
-41% -$331K 0.04% 227
2017
Q2 		$768K Buy
6,208
+1,403
+29% +$171K 0.06% 249
2017
Q1 		$576K Buy
4,805
+2,375
+98% +$284K 0.05% 250
2016
Q4 		$285K Buy
+2,430
New +$288K 0.03% 271

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiedemann Advisors's ACN Position: Q3 2023 in Review

Tiedemann Advisors increased its Accenture (ACN) stake by 51% in Q3 2023, buying an estimated $273K and bringing the position to 2,552 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #142.

Tiedemann Advisors first reported a position in ACN in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.93M in Q1 2019. 2,134 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Tiedemann Advisors held 2,552 shares of Accenture worth $775K as of Q3 2023.
  • Tiedemann Advisors bought 865 Accenture shares in Q3 2023, an estimated $273K.
  • Accenture made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #142 holding.
  • Tiedemann Advisors first reported a position in Accenture in Q4 2016 and has held it in 18 quarters since.
  • Tiedemann Advisors's Accenture position peaked at $1.93M in Q1 2019.
  • 2,134 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.