WFA
ACN icon

Wipfli Financial Advisors’s Accenture ACN Stock Holding History

Wipfli 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
2022
Q3 		$5.15M Buy
+20,028
New +$5.79M 0.36% 32
2022
Q2 		– Sell
-5,956
Closed -$2.01M – 86
2022
Q1 		$2.01M Buy
+5,956
New +$2.01M 0.2% 30

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wipfli Financial Advisors's ACN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Accenture (ACN) in Q3 2022: 20,028 shares worth $5.15M. The stake represents 0.36% of the portfolio and ranks #32 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in ACN as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in ACN in Q1 2022 and has held it in 2 quarters since. 1,942 funds tracked by Wall St. Rank hold ACN as of Q3 2022.

  • Wipfli Financial Advisors held 20,028 shares of Accenture worth $5.15M as of Q3 2022.
  • Accenture was a new Wipfli Financial Advisors position in Q3 2022.
  • Accenture made up 0.36% of Wipfli Financial Advisors's portfolio in Q3 2022, its #32 holding.
  • Wipfli Financial Advisors first reported a position in Accenture in Q1 2022 and has held it in 2 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Accenture as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.