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WealthStone’s Accenture ACN Stock Holding History

WealthStone’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
Q1 		$326K Buy
1,183
+153
+15% +$39.5K 0.11% 137
2020
Q4 		$269K Buy
+1,030
New +$247K 0.1% 153
2019
Q3 		– Sell
-19
Closed -$3.51K – 54
2019
Q2 		$3.51K Buy
+19
New +$3.41K ﹤0.01% 415

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's ACN Position: Q1 2021 in Review

WealthStone increased its Accenture (ACN) stake by 15% in Q1 2021, buying an estimated $39.5K and bringing the position to 1,183 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #137.

WealthStone first reported a position in ACN in Q2 2019 and has held it in 3 quarters since. 1,832 funds tracked by Wall St. Rank hold ACN as of Q1 2021.

  • WealthStone held 1,183 shares of Accenture worth $326K as of Q1 2021.
  • WealthStone bought 153 Accenture shares in Q1 2021, an estimated $39.5K.
  • Accenture made up 0.11% of WealthStone's portfolio in Q1 2021, its #137 holding.
  • WealthStone first reported a position in Accenture in Q2 2019 and has held it in 3 quarters since.
  • 1,832 funds tracked by Wall St. Rank held Accenture as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.