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Vahanian & Associates Financial Planning’s Accenture ACN Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q1 		– Sell
-582
Closed -$241K – 64
2021
Q4 		$241K Buy
+582
New +$212K 0.19% 138

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vahanian & Associates Financial Planning's ACN Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Accenture (ACN) in Q1 2022, closing a stake of 582 shares — an estimated $241K sold.

Vahanian & Associates Financial Planning first reported a position in ACN in Q4 2021 and held it in 1 quarter. The position peaked at $241K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Accenture position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 582 Accenture shares in Q1 2022, an estimated $241K.
  • Vahanian & Associates Financial Planning first reported a position in Accenture in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Accenture position peaked at $241K in Q4 2021.
  • 2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.