Tobias Financial Advisors’s Accenture ACN Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-87	Closed	-$18K	–	63
2019 Q4	$18K	Buy	+87	New	+$17K	0.01%	154

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tobias Financial Advisors's ACN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Accenture (ACN) in Q1 2020, closing a stake of 87 shares — an estimated $18K sold.

Tobias Financial Advisors first reported a position in ACN in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 1,520 funds tracked by Wall St. Rank hold ACN as of Q1 2020.

Tobias Financial Advisors reported no remaining Accenture position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 87 Accenture shares in Q1 2020, an estimated $18K.
Tobias Financial Advisors first reported a position in Accenture in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Accenture position peaked at $18K in Q4 2019.
1,520 funds tracked by Wall St. Rank held Accenture as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.