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WR Wealth Planners’s Accenture ACN Stock Holding History

WR Wealth Planners’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 		$744K Sell
2,115
-211
-9% -$76K 0.24% 63
2024
Q3 		$822K Buy
2,326
+68
+3% +$22.4K 0.23% 68
2024
Q2 		$685K Buy
2,258
+60
+3% +$18.4K 0.21% 76
2024
Q1 		$762K Buy
2,198
+119
+6% +$43.4K 0.24% 60
2023
Q4 		$730K Buy
2,079
+186
+10% +$60K 0.27% 65
2023
Q3 		$581K Buy
1,893
+79
+4% +$24.9K 0.22% 71
2023
Q2 		$560K Sell
1,814
-14
-0.8% -$4.07K 0.22% 70
2023
Q1 		$522K Buy
1,828
+620
+51% +$169K 0.23% 72
2022
Q4 		$322K Buy
1,208
+247
+26% +$68.3K 0.2% 79
2022
Q3 		$247K Buy
961
+463
+93% +$134K 0.17% 94
2022
Q2 		$138K Buy
+498
New +$150K 0.09% 112

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

WR Wealth Planners's ACN Position: Q4 2024 in Review

WR Wealth Planners reduced its Accenture (ACN) stake by 9.1% in Q4 2024, selling an estimated $76K and leaving 2,115 shares worth $744K. The position accounts for 0.24% of the portfolio, ranked #63.

WR Wealth Planners first reported a position in ACN in Q2 2022 and has held it in 11 quarters since. The position peaked at $822K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • WR Wealth Planners held 2,115 shares of Accenture worth $744K as of Q4 2024.
  • WR Wealth Planners sold 211 Accenture shares in Q4 2024, an estimated $76K.
  • Accenture made up 0.24% of WR Wealth Planners's portfolio in Q4 2024, its #63 holding.
  • WR Wealth Planners first reported a position in Accenture in Q2 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Accenture position peaked at $822K in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.