Allworth Financial’s Aecom ACM Stock Holding History

Allworth Financial’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$160K	Buy	1,892 +1,446	+324%	+$137K	﹤0.01%	1533
2025 Q4	$42.5K	Sell	446 -39	-8%	-$4.59K	﹤0.01%	2304
2025 Q3	$63.3K	Buy	485 +93	+24%	+$11.2K	﹤0.01%	1962
2025 Q2	$44.2K	Buy	392 +109	+39%	+$11.3K	﹤0.01%	2023
2025 Q1	$27.6K	Buy	283 +23	+9%	+$2.33K	﹤0.01%	1875
2024 Q4	$28.8K	Buy	260 +207	+391%	+$22.6K	﹤0.01%	1880
2024 Q3	$5.47K	Buy	53 +8	+18%	+$751	﹤0.01%	2528
2024 Q2	$4.01K	Sell	45 -14	-24%	-$1.28K	﹤0.01%	2612
2024 Q1	$5.79K	Sell	59 -3	-5%	-$271	﹤0.01%	2349
2023 Q4	$5.73K	Buy	62 +13	+27%	+$1.1K	﹤0.01%	2215
2023 Q3	$4.07K	Sell	49 -3	-6%	-$259	﹤0.01%	2212
2023 Q2	$4.4K	Sell	52 -29	-36%	-$2.38K	﹤0.01%	2167
2023 Q1	$6.83K	Buy	81 +42	+108%	+$3.62K	﹤0.01%	1928
2022 Q4	$3.31K	Hold	39	–	–	﹤0.01%	2054
2022 Q3	$3K	Buy	39 +26	+200%	+$1.84K	﹤0.01%	1997
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	2066
2022 Q1	$1K	Buy	13 +9	+225%	+$661	﹤0.01%	1858
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1901
2021 Q3	$0	Buy	+4	New	+$255	﹤0.01%	1842

Other funds holding ACM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return