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Wealthcare Capital Management’s Accenture ACN Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-119
Closed -$33K – 84
2021
Q1 		$33K Buy
+119
New +$30.8K ﹤0.01% 173
2020
Q2 		– Sell
-2
Closed – – 56
2020
Q1 		$0 Sell
2
-43
-96% -$8.28K ﹤0.01% 246
2019
Q4 		$9K Buy
+45
New +$8.77K ﹤0.01% 194
2015
Q2 		– Sell
-215
Closed – – 381
2015
Q1 		$0 Buy
+215
New +$19.2K ﹤0.01% 912
2014
Q4 		– Sell
-158
Closed -$13K – 198
2014
Q3 		$13K Buy
+158
New +$12.7K ﹤0.01% 125

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wealthcare Capital Management's ACN Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Accenture (ACN) in Q2 2021, closing a stake of 119 shares — an estimated $33K sold.

Wealthcare Capital Management first reported a position in ACN in Q3 2014 and held it in 5 quarters. The position peaked at $33K in Q1 2021. 1,864 funds tracked by Wall St. Rank hold ACN as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Accenture position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 119 Accenture shares in Q2 2021, an estimated $33K.
  • Wealthcare Capital Management first reported a position in Accenture in Q3 2014 and held it in 5 quarters.
  • Wealthcare Capital Management's Accenture position peaked at $33K in Q1 2021.
  • 1,864 funds tracked by Wall St. Rank held Accenture as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.