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YorkBridge Wealth Partners’s Accenture ACN Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$4.4M Sell
16,483
-985
-6% -$272K 1.12% 19
2022
Q3 		$4.5M Buy
17,468
+123
+0.7% +$35.5K 1.16% 18
2022
Q2 		$4.82M Sell
17,345
-380
-2% -$114K 1.26% 16
2022
Q1 		$5.98M Sell
17,725
-794
-4% -$268K 1.31% 14
2021
Q4 		$7.68M Buy
18,519
+295
+2% +$108K 1.72% 12
2021
Q3 		$5.83M Sell
18,224
-2,227
-11% -$724K 1.47% 16
2021
Q2 		$6.03M Buy
20,451
+64
+0.3% +$18.3K 1.57% 13
2021
Q1 		$5.63M Buy
20,387
+294
+1% +$76K 1.66% 11
2020
Q4 		$5.25M Buy
20,093
+739
+4% +$177K 1.76% 11
2020
Q3 		$4.37M Buy
19,354
+1,622
+9% +$372K 1.84% 13
2020
Q2 		$3.81M Buy
17,732
+2,261
+15% +$428K 1.74% 11
2020
Q1 		$2.53M Sell
15,471
-448
-3% -$86.3K 1.55% 14
2019
Q4 		$3.35M Buy
15,919
+106
+0.7% +$20.7K 1.54% 10
2019
Q3 		$3.04M Buy
15,813
+460
+3% +$89K 1.53% 11
2019
Q2 		$2.84M Buy
15,353
+891
+6% +$160K 1.26% 12
2019
Q1 		$2.55M Buy
14,462
+2,618
+22% +$411K 1.17% 14
2018
Q4 		$1.67M Buy
11,844
+187
+2% +$29.6K 0.88% 29
2018
Q3 		$2.02M Buy
11,657
+148
+1% +$24.6K 0.93% 22
2018
Q2 		$1.88M Buy
11,509
+1,230
+12% +$191K 0.83% 25
2018
Q1 		$1.54M Buy
10,279
+412
+4% +$65.3K 0.71% 37
2017
Q4 		$1.5M Buy
9,867
+41
+0.4% +$5.94K 0.72% 38
2017
Q3 		$1.33M Sell
9,826
-287
-3% -$37.4K 0.69% 39
2017
Q2 		$1.25M Buy
10,113
+272
+3% +$33.1K 0.67% 43
2017
Q1 		$1.19M Buy
9,841
+15
+0.2% +$1.79K 0.62% 45
2016
Q4 		$1.19M Buy
+9,826
New +$1.17M 0.7% 37

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YorkBridge Wealth Partners's ACN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Accenture (ACN) stake by 5.6% in Q4 2022, selling an estimated $272K and leaving 16,483 shares worth $4.4M. The position accounts for 1.12% of the portfolio, ranked #19.

YorkBridge Wealth Partners first reported a position in ACN in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.68M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • YorkBridge Wealth Partners held 16,483 shares of Accenture worth $4.4M as of Q4 2022.
  • YorkBridge Wealth Partners sold 985 Accenture shares in Q4 2022, an estimated $272K.
  • Accenture made up 1.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #19 holding.
  • YorkBridge Wealth Partners first reported a position in Accenture in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Accenture position peaked at $7.68M in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.