Waypoint Wealth Partners’s Accenture ACN Stock Holding History

Waypoint Wealth Partners’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 Q1	–	Sell	-596	Closed	-$209K	–	72
2023 Q4	$209K	Buy	+596	New	+$192K	0.06%	70

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Waypoint Wealth Partners's ACN Position: Q1 2024 in Review

Waypoint Wealth Partners sold out of Accenture (ACN) in Q1 2024, closing a stake of 596 shares — an estimated $209K sold.

Waypoint Wealth Partners first reported a position in ACN in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

Waypoint Wealth Partners reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
Waypoint Wealth Partners sold 596 Accenture shares in Q1 2024, an estimated $209K.
Waypoint Wealth Partners first reported a position in Accenture in Q4 2023 and held it in 1 quarter.
Waypoint Wealth Partners's Accenture position peaked at $209K in Q4 2023.
2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Waypoint Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.