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Wetzel Investment Advisors’s Accenture ACN Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-93
Closed -$32.2K – 129
2024
Q2 		$32.2K Sell
93
-296
-76% -$90.7K 0.02% 290
2024
Q1 		$123K Sell
389
-16
-4% -$5.83K 0.07% 160
2023
Q4 		$142K Buy
+405
New +$131K 0.09% 143

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

Wetzel Investment Advisors's ACN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Accenture (ACN) in Q3 2024, closing a stake of 93 shares — an estimated $32.2K sold.

Wetzel Investment Advisors first reported a position in ACN in Q4 2023 and held it in 3 quarters. The position peaked at $142K in Q4 2023. 2,344 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 93 Accenture shares in Q3 2024, an estimated $32.2K.
  • Wetzel Investment Advisors first reported a position in Accenture in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Accenture position peaked at $142K in Q4 2023.
  • 2,344 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.