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Lorne Steinberg Wealth Management’s Accenture ACN Stock Holding History

Lorne Steinberg 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
2024
Q1 		– Sell
-680
Closed -$239K – 70
2023
Q4 		$239K Hold
680
– – 0.08% 68
2023
Q3 		$209K Hold
680
– – 0.08% 67
2023
Q2 		$210K Buy
+680
New +$198K 0.08% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lorne Steinberg Wealth Management's ACN Position: Q1 2024 in Review

Lorne Steinberg Wealth Management sold out of Accenture (ACN) in Q1 2024, closing a stake of 680 shares — an estimated $239K sold.

Lorne Steinberg Wealth Management first reported a position in ACN in Q2 2023 and held it in 3 quarters. The position peaked at $239K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Lorne Steinberg Wealth Management reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 680 Accenture shares in Q1 2024, an estimated $239K.
  • Lorne Steinberg Wealth Management first reported a position in Accenture in Q2 2023 and held it in 3 quarters.
  • Lorne Steinberg Wealth Management's Accenture position peaked at $239K in Q4 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.