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Arkadios Wealth Advisors’s Aecom ACM Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-611
Closed -$38K – 588
2021
Q3 		$38K Hold
611
– – 0.01% 971
2021
Q2 		$38K Buy
611
+576
+1,646% +$37.7K ﹤0.01% 1012
2021
Q1 		$2K Buy
35
+15
+75% +$854 ﹤0.01% 1496
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1353
2020
Q3 		$928 Hold
20
– – ﹤0.01% 968
2020
Q2 		$724 Hold
20
– – ﹤0.01% 901
2020
Q1 		$597 Hold
20
– – ﹤0.01% 1002
2019
Q4 		$957 Buy
+20
New +$829 ﹤0.01% 895

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arkadios Wealth Advisors's ACM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Aecom (ACM) in Q4 2021, closing a stake of 611 shares — an estimated $38K sold.

Arkadios Wealth Advisors first reported a position in ACM in Q4 2019 and held it in 8 quarters. The position peaked at $38K in Q3 2021. 370 funds tracked by Wall St. Rank hold ACM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Aecom position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 611 Aecom shares in Q4 2021, an estimated $38K.
  • Arkadios Wealth Advisors first reported a position in Aecom in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Aecom position peaked at $38K in Q3 2021.
  • 370 funds tracked by Wall St. Rank held Aecom as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.