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Lake Point Wealth Management’s Accenture ACN Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-28
Closed -$4K – 661
2018
Q4 		$4K Buy
+28
New +$4.43K ﹤0.01% 580

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's ACN Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Accenture (ACN) in Q1 2019, closing a stake of 28 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in ACN in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 1,411 funds tracked by Wall St. Rank hold ACN as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Accenture position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 28 Accenture shares in Q1 2019, an estimated $4K.
  • Lake Point Wealth Management first reported a position in Accenture in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Accenture position peaked at $4K in Q4 2018.
  • 1,411 funds tracked by Wall St. Rank held Accenture as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.