WE
ACN icon

Wealth Effects’s Accenture ACN Stock Holding History

Wealth Effects’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
-625
Closed -$217K – 210
2024
Q1 		$217K Sell
625
-133
-18% -$48.5K 0.08% 190
2023
Q4 		$266K Buy
758
+99
+15% +$31.9K 0.1% 171
2023
Q3 		$202K Hold
659
– – 0.1% 167
2023
Q2 		$203K Buy
+659
New +$191K 0.09% 170
2022
Q2 		– Sell
-649
Closed -$219K – 190
2022
Q1 		$219K Hold
649
– – 0.1% 175
2021
Q4 		$269K Buy
+649
New +$237K 0.11% 163

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Effects's ACN Position: Q2 2024 in Review

Wealth Effects sold out of Accenture (ACN) in Q2 2024, closing a stake of 625 shares — an estimated $217K sold.

Wealth Effects first reported a position in ACN in Q4 2021 and held it in 6 quarters. The position peaked at $269K in Q4 2021. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Wealth Effects reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Wealth Effects sold 625 Accenture shares in Q2 2024, an estimated $217K.
  • Wealth Effects first reported a position in Accenture in Q4 2021 and held it in 6 quarters.
  • Wealth Effects's Accenture position peaked at $269K in Q4 2021.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.