LFASL
ACN icon

Lugano Financial Advisors SA (LFA)’s Accenture ACN Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2021
Q4 		– Sell
-931
Closed -$298K – 117
2021
Q3 		$298K Hold
931
– – 0.2% 54
2021
Q2 		$274K Hold
931
– – 0.17% 55
2021
Q1 		$257K Buy
+931
New +$241K 0.18% 54

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ACN Position: Q4 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Accenture (ACN) in Q4 2021, closing a stake of 931 shares — an estimated $298K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ACN in Q1 2021 and held it in 3 quarters. The position peaked at $298K in Q3 2021. 2,105 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Lugano Financial Advisors SA (LFA) reported no remaining Accenture position as of Q4 2021 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 931 Accenture shares in Q4 2021, an estimated $298K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Accenture in Q1 2021 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Accenture position peaked at $298K in Q3 2021.
  • 2,105 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2021, filed 20 Jan 2022.