Lowe Wealth Advisors’s Accenture ACN Stock Holding History

Lowe 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
2023 Q2	–	Sell	-10	Closed	-$2.86K	–	356
2023 Q1	$2.86K	Sell	10 -20	-67%	-$5.45K	﹤0.01%	287
2022 Q4	$8.01K	Hold	30	–	–	﹤0.01%	226
2022 Q3	$8K	Hold	30	–	–	﹤0.01%	207
2022 Q2	$8K	Sell	30 -20	-40%	-$6.01K	﹤0.01%	198
2022 Q1	$17K	Sell	50 -25	-33%	-$8.43K	0.01%	158
2021 Q4	$31K	Hold	75	–	–	0.01%	123
2021 Q3	$24K	Hold	75	–	–	0.01%	130
2021 Q2	$22K	Sell	75 -42	-36%	-$12K	0.01%	135
2021 Q1	$32K	Hold	117	–	–	0.02%	111
2020 Q4	$31K	Hold	117	–	–	0.02%	106
2020 Q3	$26K	Hold	117	–	–	0.01%	100
2020 Q2	$25K	Hold	117	–	–	0.01%	98
2020 Q1	$19K	Hold	117	–	–	0.01%	106
2019 Q4	$25K	Hold	117	–	–	0.01%	104
2019 Q3	$23K	Hold	117	–	–	0.01%	108
2019 Q2	$22K	Buy	+117	New	+$21K	0.01%	113

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Lowe Wealth Advisors's ACN Position: Q2 2023 in Review

Lowe Wealth Advisors sold out of Accenture (ACN) in Q2 2023, closing a stake of 10 shares — an estimated $2.86K sold.

Lowe Wealth Advisors first reported a position in ACN in Q2 2019 and held it in 16 quarters. The position peaked at $32K in Q1 2021. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

Lowe Wealth Advisors reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 10 Accenture shares in Q2 2023, an estimated $2.86K.
Lowe Wealth Advisors first reported a position in Accenture in Q2 2019 and held it in 16 quarters.
Lowe Wealth Advisors's Accenture position peaked at $32K in Q1 2021.
2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Lowe Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.