AE Wealth Management’s Acuity Brands AYI Stock Holding History

AE 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	-1,282	Closed	-$307K	–	1204
2023 Q4	$307K	Buy	+1,282	New	+$232K	﹤0.01%	1690

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AE Wealth Management sold out of Acuity Brands (AYI) in Q1 2024, closing a stake of 1,282 shares — an estimated $307K sold.

AE Wealth Management first reported a position in AYI in Q4 2023 and held it in 1 quarter. The position peaked at $307K in Q4 2023. 476 funds tracked by Wall St. Rank hold AYI as of Q1 2024.

AE Wealth Management reported no remaining Acuity Brands position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 1,282 Acuity Brands shares in Q1 2024, an estimated $307K.
AE Wealth Management first reported a position in Acuity Brands in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Acuity Brands position peaked at $307K in Q4 2023.
476 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.