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Abound Wealth Management’s Acuity Brands AYI Stock Holding History

Abound 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
Q1 		– Sell
-1
Closed -$154 – 1298
2023
Q4 		$154 Buy
+1
New +$181 ﹤0.01% 1279
2022
Q4 		– Sell
-182
Closed -$28.6K – 725
2022
Q3 		$28.6K Buy
+182
New +$30.8K 0.02% 162

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's AYI Position: Q1 2024 in Review

Abound Wealth Management sold out of Acuity Brands (AYI) in Q1 2024, closing a stake of 1 share — an estimated $154 sold.

Abound Wealth Management first reported a position in AYI in Q3 2022 and held it in 2 quarters. The position peaked at $28.6K in Q3 2022. 476 funds tracked by Wall St. Rank hold AYI as of Q1 2024.

  • Abound Wealth Management reported no remaining Acuity Brands position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Acuity Brands share in Q1 2024, an estimated $154.
  • Abound Wealth Management first reported a position in Acuity Brands in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Acuity Brands position peaked at $28.6K in Q3 2022.
  • 476 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.