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Lake Street Private Wealth’s Accenture ACN Stock Holding History

Lake Street Private Wealth’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
-1,857
Closed -$563K – 261
2024
Q2 		$563K Sell
1,857
-251
-12% -$76.9K 0.07% 207
2024
Q1 		$731K Sell
2,108
-27
-1% -$9.84K 0.1% 181
2023
Q4 		$749K Sell
2,135
-14
-0.7% -$4.51K 0.12% 160
2023
Q3 		$646K Sell
2,149
-219
-9% -$69K 0.12% 161
2023
Q2 		$731K Buy
2,368
+18
+0.8% +$5.23K 0.13% 154
2023
Q1 		$672K Sell
2,350
-142
-6% -$38.7K 0.13% 160
2022
Q4 		$665K Sell
2,492
-299
-11% -$82.7K 0.14% 155
2022
Q3 		$718K Sell
2,791
-167
-6% -$48.3K 0.16% 135
2022
Q2 		$821K Sell
2,958
-227
-7% -$68.2K 0.17% 127
2022
Q1 		$1.07M Sell
3,185
-57
-2% -$19.2K 0.19% 123
2021
Q4 		$1.34M Buy
3,242
+2,462
+316% +$897K 0.24% 105
2021
Q3 		$250K Buy
780
+100
+15% +$32.5K 0.06% 196
2021
Q2 		$204K Buy
+680
New +$195K 0.05% 208
2020
Q1 		– Sell
-1,098
Closed -$231K – 142
2019
Q4 		$231K Buy
+1,098
New +$214K 0.09% 153

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

Lake Street Private Wealth's ACN Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Accenture (ACN) in Q3 2024, closing a stake of 1,857 shares — an estimated $563K sold.

Lake Street Private Wealth first reported a position in ACN in Q4 2019 and held it in 14 quarters. The position peaked at $1.34M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,857 Accenture shares in Q3 2024, an estimated $563K.
  • Lake Street Private Wealth first reported a position in Accenture in Q4 2019 and held it in 14 quarters.
  • Lake Street Private Wealth's Accenture position peaked at $1.34M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.