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Wealthspire Advisors (Maryland)’s Accenture ACN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$17.5M Sell
77,325
-284,079
-79% -$65.1M 0.62% 26
2020
Q2 		$77.6M Buy
361,404
+10,040
+3% +$1.9M 5.55% 3
2020
Q1 		$57.4M Sell
351,364
-17,753
-5% -$3.42M 4.99% 3
2019
Q4 		$77.7M Buy
369,117
+18,943
+5% +$3.69M 5.21% 4
2019
Q3 		$67.4M Buy
350,174
+5,212
+2% +$1.01M 4.93% 4
2019
Q2 		$63.7M Buy
344,962
+3,156
+0.9% +$567K 4.77% 4
2019
Q1 		$60.2M Sell
341,806
-875
-0.3% -$137K 4.54% 4
2018
Q4 		$48.3M Buy
342,681
+2,602
+0.8% +$412K 4.3% 4
2018
Q3 		$57.9M Buy
340,079
+67,260
+25% +$11.2M 4.77% 4
2018
Q2 		$44.6M Buy
272,819
+214,084
+364% +$33.3M 4.04% 4
2018
Q1 		$9.02M Sell
58,735
-630
-1% -$99.8K 0.85% 20
2017
Q4 		$9.09M Buy
59,365
+1,175
+2% +$170K 0.88% 18
2017
Q3 		$7.86M Sell
58,190
-1,869
-3% -$244K 0.86% 20
2017
Q2 		$7.43M Buy
60,059
+4,099
+7% +$499K 0.88% 18
2017
Q1 		$6.71M Buy
55,960
+3,252
+6% +$388K 0.95% 18
2016
Q4 		$6.17M Buy
52,708
+904
+2% +$107K 0.92% 17
2016
Q3 		$6.33M Sell
51,804
-253
-0.5% -$28.8K 0.99% 16
2016
Q2 		$5.9M Sell
52,057
-1,057
-2% -$123K 0.98% 16
2016
Q1 		$6.13M Sell
53,114
-2,631
-5% -$270K 1.08% 15
2015
Q4 		$5.83M Buy
+55,745
New +$5.88M 1.08% 16

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Accenture (ACN) stake by 79% in Q3 2020, selling an estimated $65.1M and leaving 77,325 shares worth $17.5M. The position accounts for 0.62% of the portfolio, ranked #26.

Wealthspire Advisors (Maryland) first reported a position in ACN in Q4 2015 and has held it in 20 quarters since. The position peaked at $77.7M in Q4 2019. 1,635 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 77,325 shares of Accenture worth $17.5M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 284,079 Accenture shares in Q3 2020, an estimated $65.1M.
  • Accenture made up 0.62% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #26 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Accenture in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Accenture position peaked at $77.7M in Q4 2019.
  • 1,635 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.