LWS Wealth Advisors’s Accenture ACN Stock Holding History

LWS Wealth Advisors’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 Q4	$1.02M	Hold	2,917	–	–	0.38%	32
2023 Q3	$896K	Hold	2,917	–	–	0.39%	34
2023 Q2	$900K	Hold	2,917	–	–	0.38%	33
2023 Q1	$834K	Hold	2,917	–	–	0.34%	33
2022 Q4	$778K	Hold	2,917	–	–	0.33%	32
2022 Q3	$751K	Hold	2,917	–	–	0.29%	35
2022 Q2	$810K	Hold	2,917	–	–	0.38%	34
2022 Q1	$984K	Hold	2,917	–	–	0.42%	30
2021 Q4	$1.21M	Hold	2,917	–	–	0.49%	29
2021 Q3	$933K	Hold	2,917	–	–	0.41%	30
2021 Q2	$860K	Hold	2,917	–	–	0.38%	32
2021 Q1	$806K	Hold	2,917	–	–	0.37%	35
2020 Q4	$762K	Hold	2,917	–	–	0.34%	36
2020 Q3	$659K	Sell	2,917 -252	-8%	-$57.7K	0.32%	34
2020 Q2	$680K	Sell	3,169 -135	-4%	-$25.5K	0.36%	34
2020 Q1	$539K	Buy	3,304 +1	+0%	+$193	0.35%	33
2019 Q4	$696K	Buy	+3,303	New	+$644K	0.36%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWS Wealth Advisors's ACN Position: Q4 2023 in Review

LWS Wealth Advisors held its Accenture (ACN) position steady in Q4 2023 at 2,917 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #32.

LWS Wealth Advisors first reported a position in ACN in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2021. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

LWS Wealth Advisors held 2,917 shares of Accenture worth $1.02M as of Q4 2023.
LWS Wealth Advisors left its Accenture share count unchanged in Q4 2023.
Accenture made up 0.38% of LWS Wealth Advisors's portfolio in Q4 2023, its #32 holding.
LWS Wealth Advisors first reported a position in Accenture in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's Accenture position peaked at $1.21M in Q4 2021.
2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.