Lumature Wealth Partners’s Accenture ACN Stock Holding History

Lumature Wealth Partners’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	$1.39M	Sell	4,496 -40	-0.9%	-$11.6K	0.82%	31
2023 Q1	$1.3M	Buy	4,536 +304	+7%	+$82.9K	0.73%	31
2022 Q4	$1.13M	Sell	4,232 -291	-6%	-$80.5K	0.63%	35
2022 Q3	$1.16M	Sell	4,523 -57	-1%	-$16.5K	0.62%	35
2022 Q2	$1.27M	Sell	4,580 -146	-3%	-$43.9K	0.57%	38
2022 Q1	$1.59M	Buy	4,726 +584	+14%	+$197K	0.64%	33
2021 Q4	$1.72M	Buy	4,142 +144	+4%	+$52.5K	0.67%	28
2021 Q3	$1.28M	Buy	3,998 +214	+6%	+$69.6K	0.52%	37
2021 Q2	$1.12M	Buy	3,784 +409	+12%	+$117K	0.46%	41
2021 Q1	$932K	Buy	3,375 +781	+30%	+$202K	0.49%	43
2020 Q4	$678K	Buy	+2,594	New	+$622K	0.64%	39

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 $315B AUM 27.84% 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

Lumature Wealth Partners's ACN Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Accenture (ACN) stake by 0.88% in Q2 2023, selling an estimated $11.6K and leaving 4,496 shares worth $1.39M. The position accounts for 0.82% of the portfolio, ranked #31.

Lumature Wealth Partners first reported a position in ACN in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2021. 2,114 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

Lumature Wealth Partners held 4,496 shares of Accenture worth $1.39M as of Q2 2023.
Lumature Wealth Partners sold 40 Accenture shares in Q2 2023, an estimated $11.6K.
Accenture made up 0.82% of Lumature Wealth Partners's portfolio in Q2 2023, its #31 holding.
Lumature Wealth Partners first reported a position in Accenture in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Accenture position peaked at $1.72M in Q4 2021.
2,114 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.