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TruWealth Advisors’s Accenture ACN Stock Holding History

TruWealth 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
Q4 		– Sell
-44,208
Closed -$15.6M – 164
2024
Q3 		$15.6M Buy
44,208
+958
+2% +$315K 0.96% 33
2024
Q2 		$13.1M Buy
43,250
+8,734
+25% +$2.68M 0.87% 33
2024
Q1 		$12M Buy
34,516
+401
+1% +$146K 0.83% 38
2023
Q4 		$12M Buy
34,115
+1,414
+4% +$456K 0.91% 36
2023
Q3 		$10M Buy
+32,701
New +$10.3M 0.86% 36
2022
Q4 		– Sell
-29,518
Closed -$7.59M – 138
2022
Q3 		$7.59M Buy
29,518
+1,403
+5% +$405K 0.8% 34
2022
Q2 		$7.81M Buy
28,115
+2,059
+8% +$619K 0.84% 32
2022
Q1 		$8.79M Sell
26,056
-106
-0.4% -$35.8K 0.91% 30
2021
Q4 		$10.8M Buy
26,162
+22,464
+607% +$8.19M 1.1% 25
2021
Q3 		$1.18M Buy
3,698
+226
+7% +$73.5K 0.13% 60
2021
Q2 		$1.02M Buy
3,472
+358
+11% +$103K 0.12% 60
2021
Q1 		$860K Buy
3,114
+192
+7% +$49.6K 0.12% 58
2020
Q4 		$763K Buy
+2,922
New +$700K 0.11% 61

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

TruWealth Advisors's ACN Position: Q4 2024 in Review

TruWealth Advisors sold out of Accenture (ACN) in Q4 2024, closing a stake of 44,208 shares — an estimated $15.6M sold.

TruWealth Advisors first reported a position in ACN in Q4 2020 and held it in 13 quarters. The position peaked at $15.6M in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • TruWealth Advisors reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • TruWealth Advisors sold 44,208 Accenture shares in Q4 2024, an estimated $15.6M.
  • TruWealth Advisors first reported a position in Accenture in Q4 2020 and held it in 13 quarters.
  • TruWealth Advisors's Accenture position peaked at $15.6M in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on TruWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.