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Abich Financial Wealth Management’s Acuity Brands AYI Stock Holding History

Abich Financial Wealth Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$3.14K – 420
2024
Q2 		$3.14K Buy
13
+3
+30% +$767 ﹤0.01% 405
2024
Q1 		$2.69K Hold
10
– – ﹤0.01% 353
2023
Q4 		$2.05K Buy
+10
New +$1.81K ﹤0.01% 322

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's AYI Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Acuity Brands (AYI) in Q3 2024, closing a stake of 13 shares — an estimated $3.14K sold.

Abich Financial Wealth Management first reported a position in AYI in Q4 2023 and held it in 3 quarters. The position peaked at $3.14K in Q2 2024. 476 funds tracked by Wall St. Rank hold AYI as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Acuity Brands position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 13 Acuity Brands shares in Q3 2024, an estimated $3.14K.
  • Abich Financial Wealth Management first reported a position in Acuity Brands in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Acuity Brands position peaked at $3.14K in Q2 2024.
  • 476 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.