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Wells Financial Advisors’s Accenture ACN Stock Holding History

Wells Financial Advisors’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
Q4 		– Sell
-12
Closed -$4.24K – 80
2024
Q3 		$4.24K Buy
+12
New +$3.95K 0.01% 92

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Financial Advisors's ACN Position: Q4 2024 in Review

Wells Financial Advisors sold out of Accenture (ACN) in Q4 2024, closing a stake of 12 shares — an estimated $4.24K sold.

Wells Financial Advisors first reported a position in ACN in Q3 2024 and held it in 1 quarter. The position peaked at $4.24K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Wells Financial Advisors reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 12 Accenture shares in Q4 2024, an estimated $4.24K.
  • Wells Financial Advisors first reported a position in Accenture in Q3 2024 and held it in 1 quarter.
  • Wells Financial Advisors's Accenture position peaked at $4.24K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.