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Tolleson Wealth Management’s Accenture ACN Stock Holding History

Tolleson Wealth Management’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
Q4 		– Sell
-1,090
Closed -$335K – 84
2023
Q3 		$335K Sell
1,090
-910
-46% -$287K 0.08% 64
2023
Q2 		$617K Buy
+2,000
New +$581K 0.15% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tolleson Wealth Management's ACN Position: Q4 2023 in Review

Tolleson Wealth Management sold out of Accenture (ACN) in Q4 2023, closing a stake of 1,090 shares — an estimated $335K sold.

Tolleson Wealth Management first reported a position in ACN in Q2 2023 and held it in 2 quarters. The position peaked at $617K in Q2 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • Tolleson Wealth Management reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • Tolleson Wealth Management sold 1,090 Accenture shares in Q4 2023, an estimated $335K.
  • Tolleson Wealth Management first reported a position in Accenture in Q2 2023 and held it in 2 quarters.
  • Tolleson Wealth Management's Accenture position peaked at $617K in Q2 2023.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

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