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Tilia Fiduciary Partners’s Accenture ACN Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-403
Closed -$124K – 96
2023
Q2 		$124K Sell
403
-46
-10% -$13.4K 0.11% 117
2023
Q1 		$128K Hold
449
– – 0.12% 117
2022
Q4 		$120K Hold
449
– – 0.12% 128
2022
Q3 		$114K Buy
449
+37
+9% +$10.7K 0.12% 123
2022
Q2 		$113K Hold
412
– – 0.11% 128
2022
Q1 		$139K Hold
412
– – 0.12% 124
2021
Q4 		$171K Buy
+412
New +$150K 0.14% 113

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

Tilia Fiduciary Partners's ACN Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Accenture (ACN) in Q3 2023, closing a stake of 403 shares — an estimated $124K sold.

Tilia Fiduciary Partners first reported a position in ACN in Q4 2021 and held it in 7 quarters. The position peaked at $171K in Q4 2021. 2,135 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Accenture position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 403 Accenture shares in Q3 2023, an estimated $124K.
  • Tilia Fiduciary Partners first reported a position in Accenture in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Accenture position peaked at $171K in Q4 2021.
  • 2,135 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.