TPWA
ACN icon

TRUE Private Wealth Advisors’s Accenture ACN Stock Holding History

TRUE Private Wealth 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
2024
Q3 		– Sell
-1,848
Closed -$561K – 216
2024
Q2 		$561K Buy
1,848
+234
+14% +$71.7K 0.06% 142
2024
Q1 		$560K Buy
1,614
+70
+5% +$25.5K 0.06% 151
2023
Q4 		$542K Buy
1,544
+320
+26% +$103K 0.07% 145
2023
Q3 		$376K Buy
1,224
+233
+24% +$73.4K 0.05% 169
2023
Q2 		$306K Buy
991
+290
+41% +$84.3K 0.05% 168
2023
Q1 		$200K Buy
+701
New +$191K 0.03% 221
2021
Q1 		– Sell
-65
Closed -$16K – 238
2020
Q4 		$16K Buy
+65
New +$15.6K ﹤0.01% 469
2020
Q2 		– Sell
-19
Closed -$3K – 674
2020
Q1 		$3K Sell
19
-908
-98% -$175K ﹤0.01% 560
2019
Q4 		$195K Buy
+927
New +$181K 0.03% 220
2019
Q3 		– Sell
-22
Closed -$4K – 212
2019
Q2 		$4K Buy
+22
New +$3.95K ﹤0.01% 649
2019
Q1 		– Sell
-5,417
Closed -$763K – 204
2018
Q4 		$763K Buy
5,417
+33
+0.6% +$5.22K 0.13% 105
2018
Q3 		$916K Sell
5,384
-8
-0.1% -$1.33K 0.13% 106
2018
Q2 		$882K Buy
5,392
+161
+3% +$25K 0.14% 101
2018
Q1 		$802K Buy
5,231
+182
+4% +$28.8K 0.14% 95
2017
Q4 		$772K Buy
+5,049
New +$732K 0.13% 97

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUE Private Wealth Advisors's ACN Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Accenture (ACN) in Q3 2024, closing a stake of 1,848 shares — an estimated $561K sold.

TRUE Private Wealth Advisors first reported a position in ACN in Q4 2017 and held it in 15 quarters. The position peaked at $916K in Q3 2018. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,848 Accenture shares in Q3 2024, an estimated $561K.
  • TRUE Private Wealth Advisors first reported a position in Accenture in Q4 2017 and held it in 15 quarters.
  • TRUE Private Wealth Advisors's Accenture position peaked at $916K in Q3 2018.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.