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TrinityPoint Wealth’s Accenture ACN Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.52M Buy
4,324
+184
+4% +$66.2K 0.21% 110
2024
Q3 		$1.46M Buy
4,140
+125
+3% +$41.1K 0.21% 111
2024
Q2 		$1.22M Buy
4,015
+291
+8% +$89.1K 0.19% 123
2024
Q1 		$1.29M Buy
3,724
+78
+2% +$28.4K 0.21% 110
2023
Q4 		$1.28M Buy
3,646
+125
+4% +$40.3K 0.23% 104
2023
Q3 		$1.08M Sell
3,521
-174
-5% -$54.8K 0.22% 111
2023
Q2 		$1.14M Buy
3,695
+422
+13% +$123K 0.22% 109
2023
Q1 		$935K Buy
3,273
+116
+4% +$31.6K 0.2% 118
2022
Q4 		$842K Sell
3,157
-12
-0.4% -$3.32K 0.19% 121
2022
Q3 		$815K Buy
3,169
+103
+3% +$29.8K 0.19% 123
2022
Q2 		$851K Buy
3,066
+6
+0.2% +$1.8K 0.19% 116
2022
Q1 		$1.03M Buy
3,060
+28
+0.9% +$9.44K 0.19% 112
2021
Q4 		$1.26M Buy
3,032
+48
+2% +$17.5K 0.22% 98
2021
Q3 		$955K Buy
2,984
+52
+2% +$16.9K 0.18% 113
2021
Q2 		$864K Buy
2,932
+16
+0.5% +$4.58K 0.18% 118
2021
Q1 		$805K Sell
2,916
-50
-2% -$12.9K 0.19% 115
2020
Q4 		$750K Buy
2,966
+29
+1% +$6.95K 0.18% 113
2020
Q3 		$664K Buy
2,937
+101
+4% +$23.1K 0.18% 119
2020
Q2 		$609K Sell
2,836
-117
-4% -$22.1K 0.19% 115
2020
Q1 		$482K Sell
2,953
-493
-14% -$95K 0.19% 123
2019
Q4 		$726K Buy
3,446
+87
+3% +$17K 0.25% 108
2019
Q3 		$631K Buy
3,359
+157
+5% +$30.4K 0.22% 115
2019
Q2 		$623K Sell
3,202
-105
-3% -$18.9K 0.3% 86
2019
Q1 		$582K Sell
3,307
-35
-1% -$5.5K 0.29% 90
2018
Q4 		$471K Buy
+3,342
New +$529K 0.29% 91

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TrinityPoint Wealth's ACN Position: Q4 2024 in Review

TrinityPoint Wealth increased its Accenture (ACN) stake by 4.4% in Q4 2024, buying an estimated $66.2K and bringing the position to 4,324 shares worth $1.52M. The position accounts for 0.21% of the portfolio, ranked #110.

TrinityPoint Wealth first reported a position in ACN in Q4 2018 and has held it in 25 quarters since. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • TrinityPoint Wealth held 4,324 shares of Accenture worth $1.52M as of Q4 2024.
  • TrinityPoint Wealth bought 184 Accenture shares in Q4 2024, an estimated $66.2K.
  • Accenture made up 0.21% of TrinityPoint Wealth's portfolio in Q4 2024, its #110 holding.
  • TrinityPoint Wealth first reported a position in Accenture in Q4 2018 and has held it in 25 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.