Lucia Wealth Services’s Accenture ACN Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.49M	Buy	6,586 +1,281	+24%	+$293K	0.35%	52
2020 Q2	$1.14M	Sell	5,305 -5	-0.1%	-$946	0.3%	55
2020 Q1	$867K	Sell	5,310 -322	-6%	-$62K	0.29%	61
2019 Q4	$1.19M	Buy	5,632 +318	+6%	+$62K	0.36%	59
2019 Q3	$1.02M	Sell	5,314 -344	-6%	-$66.6K	0.34%	59
2019 Q2	$1.04M	Sell	5,658 -1,771	-24%	-$318K	0.36%	56
2019 Q1	$1.31M	Buy	7,429 +555	+8%	+$87.2K	0.45%	52
2018 Q4	$969K	Sell	6,874 -2,391	-26%	-$378K	0.46%	48
2018 Q3	$1.58M	Sell	9,265 -902	-9%	-$150K	0.49%	52
2018 Q2	$1.66M	Buy	+10,167	New	+$1.58M	0.73%	35

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

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

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

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

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

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

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

Lucia Wealth Services's ACN Position: Q3 2020 in Review

Lucia Wealth Services increased its Accenture (ACN) stake by 24% in Q3 2020, buying an estimated $293K and bringing the position to 6,586 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #52.

Lucia Wealth Services first reported a position in ACN in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2018. 1,635 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

Lucia Wealth Services held 6,586 shares of Accenture worth $1.49M as of Q3 2020.
Lucia Wealth Services bought 1,281 Accenture shares in Q3 2020, an estimated $293K.
Accenture made up 0.35% of Lucia Wealth Services's portfolio in Q3 2020, its #52 holding.
Lucia Wealth Services first reported a position in Accenture in Q2 2018 and has held it in 10 quarters since.
Lucia Wealth Services's Accenture position peaked at $1.66M in Q2 2018.
1,635 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.