Lenox Wealth Advisors’s Accenture ACN Stock Holding History

Lenox Wealth 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 Q1	$104K	Buy	308 +3	+1%	+$1.01K	0.01%	167
2021 Q4	$126K	Buy	305 +162	+113%	+$59K	0.02%	147
2021 Q3	$46K	Sell	143 -22	-13%	-$7.16K	0.01%	240
2021 Q2	$49K	Hold	165	–	–	0.01%	236
2021 Q1	$46K	Sell	165 -2	-1%	-$517	0.01%	197
2020 Q4	$44K	Sell	167 -115	-41%	-$27.6K	0.01%	201
2020 Q3	$64K	Buy	282 +119	+73%	+$27.3K	0.01%	139
2020 Q2	$35K	Buy	163 +19	+13%	+$3.59K	0.01%	199
2020 Q1	$24K	Hold	144	–	–	﹤0.01%	229
2019 Q4	$30K	Buy	144 +9	+7%	+$1.75K	﹤0.01%	254
2019 Q3	$26K	Hold	135	–	–	﹤0.01%	243
2019 Q2	$25K	Buy	135 +101	+297%	+$18.1K	﹤0.01%	198
2019 Q1	$6K	Buy	+34	New	+$5.34K	﹤0.01%	321
2017 Q4	–	Sell	-4	Closed	-$1K	–	381
2017 Q3	$1K	Sell	4 -8	-67%	-$1.04K	﹤0.01%	192
2017 Q2	$1K	Buy	+12	New	+$1.46K	﹤0.01%	94
2016 Q3	–	Sell	-65	Closed	-$7K	–	203
2016 Q2	$7K	Hold	65	–	–	﹤0.01%	174
2016 Q1	$8K	Sell	65 -500	-88%	-$51.4K	﹤0.01%	173
2015 Q4	$59K	Buy	565 +47	+9%	+$4.96K	0.02%	74
2015 Q3	$51K	Buy	+518	New	+$51.4K	0.02%	82
2014 Q1	–	Sell	-124	Closed	-$10K	–	193
2013 Q4	$10K	Buy	124 +52	+72%	+$3.93K	0.01%	167
2013 Q3	$5K	Sell	72 -100	-58%	-$7.4K	﹤0.01%	159
2013 Q2	$12K	Buy	+172	New	+$13.7K	0.01%	99

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's ACN Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Accenture (ACN) stake by 0.98% in Q1 2022, buying an estimated $1.01K and bringing the position to 308 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #167.

Lenox Wealth Advisors first reported a position in ACN in Q2 2013 and has held it in 22 quarters since. The position peaked at $126K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

Lenox Wealth Advisors held 308 shares of Accenture worth $104K as of Q1 2022.
Lenox Wealth Advisors bought 3 Accenture shares in Q1 2022, an estimated $1.01K.
Accenture made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #167 holding.
Lenox Wealth Advisors first reported a position in Accenture in Q2 2013 and has held it in 22 quarters since.
Lenox Wealth Advisors's Accenture position peaked at $126K in Q4 2021.
2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.