Wagner Wealth Management (South Carolina)’s Accenture ACN Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q2	–	Sell	-603	Closed	-$209K	–	261
2024 Q1	$209K	Hold	603	–	–	0.06%	122
2023 Q4	$212K	Buy	+603	New	+$194K	0.07%	120
2022 Q4	–	Sell	-7	Closed	-$2K	–	241
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	595
2022 Q2	$2K	Buy	+7	New	+$2.1K	﹤0.01%	604
2018 Q3	$183K	Hold	1,075	–	–	0.12%	128
2018 Q2	$176K	Hold	1,075	–	–	0.13%	121
2018 Q1	$165K	Sell	1,075 -50	-4%	-$7.92K	0.13%	123
2017 Q4	$179K	Buy	+1,125	New	+$163K	0.13%	117

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ACN Position: Q2 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Accenture (ACN) in Q2 2024, closing a stake of 603 shares — an estimated $209K sold.

Wagner Wealth Management (South Carolina) first reported a position in ACN in Q4 2017 and held it in 8 quarters. The position peaked at $212K in Q4 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

Wagner Wealth Management (South Carolina) reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 603 Accenture shares in Q2 2024, an estimated $209K.
Wagner Wealth Management (South Carolina) first reported a position in Accenture in Q4 2017 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Accenture position peaked at $212K in Q4 2023.
2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2024, filed 18 Jul 2024.