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WealthShield Partners’s Accenture ACN Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-203
Closed -$60K – 234
2021
Q2 		$60K Buy
203
+86
+74% +$24.6K 0.01% 436
2021
Q1 		$32K Buy
+117
New +$30.2K 0.01% 555

Other funds holding ACN

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's ACN Position: Q3 2021 in Review

WealthShield Partners sold out of Accenture (ACN) in Q3 2021, closing a stake of 203 shares — an estimated $60K sold.

WealthShield Partners first reported a position in ACN in Q1 2021 and held it in 2 quarters. The position peaked at $60K in Q2 2021. 1,918 funds tracked by Wall St. Rank hold ACN as of Q3 2021.

  • WealthShield Partners reported no remaining Accenture position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 203 Accenture shares in Q3 2021, an estimated $60K.
  • WealthShield Partners first reported a position in Accenture in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Accenture position peaked at $60K in Q2 2021.
  • 1,918 funds tracked by Wall St. Rank held Accenture as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.