LL
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LPWM LLC’s Accenture ACN Stock Holding History

LPWM LLC’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
-688
Closed -$232K – 73
2023
Q4 		$232K Sell
688
-100
-13% -$32.2K 0.09% 65
2023
Q3 		$243K Hold
788
– – 0.11% 57
2023
Q2 		$245K Hold
788
– – 0.11% 60
2023
Q1 		$225K Hold
788
– – 0.11% 61
2022
Q4 		$217K Buy
+788
New +$218K 0.12% 55
2022
Q3 		– Sell
-748
Closed -$209K – 59
2022
Q2 		$209K Hold
748
– – 0.12% 60
2022
Q1 		$256K Hold
748
– – 0.13% 61
2021
Q4 		$310K Hold
748
– – 0.16% 53
2021
Q3 		$243K Hold
748
– – 0.14% 58
2021
Q2 		$234K Hold
748
– – 0.14% 56
2021
Q1 		$208K Buy
+748
New +$193K 0.14% 56

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

LPWM LLC's ACN Position: Q1 2024 in Review

LPWM LLC sold out of Accenture (ACN) in Q1 2024, closing a stake of 688 shares — an estimated $232K sold.

LPWM LLC first reported a position in ACN in Q1 2021 and held it in 11 quarters. The position peaked at $310K in Q4 2021. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • LPWM LLC reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • LPWM LLC sold 688 Accenture shares in Q1 2024, an estimated $232K.
  • LPWM LLC first reported a position in Accenture in Q1 2021 and held it in 11 quarters.
  • LPWM LLC's Accenture position peaked at $310K in Q4 2021.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on LPWM LLC's 13F filing for Q1 2024, filed 15 Apr 2024.