LWM Advisory Services’s Accenture ACN Stock Holding History

LWM Advisory 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
2022 Q1	–	Sell	-570	Closed	-$236K	–	111
2021 Q4	$236K	Buy	+570	New	+$208K	0.29%	95

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LWM Advisory Services's ACN Position: Q1 2022 in Review

LWM Advisory Services sold out of Accenture (ACN) in Q1 2022, closing a stake of 570 shares — an estimated $236K sold.

LWM Advisory Services first reported a position in ACN in Q4 2021 and held it in 1 quarter. The position peaked at $236K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

LWM Advisory Services reported no remaining Accenture position as of Q1 2022 after selling out during the quarter.
LWM Advisory Services sold 570 Accenture shares in Q1 2022, an estimated $236K.
LWM Advisory Services first reported a position in Accenture in Q4 2021 and held it in 1 quarter.
LWM Advisory Services's Accenture position peaked at $236K in Q4 2021.
2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on LWM Advisory Services's 13F filing for Q1 2022, filed 9 May 2022.