LM Advisors’s Accenture ACN Stock Holding History

LM 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
2024 Q2	–	Sell	-1,783	Closed	-$618K	–	185
2024 Q1	$618K	Buy	1,783 +1,632	+1,081%	+$595K	0.1%	121
2023 Q4	$53K	Buy	+151	New	+$48.7K	0.01%	324

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LM Advisors's ACN Position: Q2 2024 in Review

LM Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 1,783 shares — an estimated $618K sold.

LM Advisors first reported a position in ACN in Q4 2023 and held it in 2 quarters. The position peaked at $618K in Q1 2024. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

LM Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
LM Advisors sold 1,783 Accenture shares in Q2 2024, an estimated $618K.
LM Advisors first reported a position in Accenture in Q4 2023 and held it in 2 quarters.
LM Advisors's Accenture position peaked at $618K in Q1 2024.
2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.