AWA
AYI icon

Arkadios Wealth Advisors’s Acuity Brands AYI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-240
Closed -$41K – 671
2021
Q3 		$41K Hold
240
– – 0.01% 946
2021
Q2 		$44K Hold
240
– – 0.01% 967
2021
Q1 		$39K Hold
240
– – 0.01% 755
2020
Q4 		$29K Hold
240
– – 0.01% 661
2020
Q3 		$22.6K Hold
240
– – 0.01% 576
2020
Q2 		$22K Hold
240
– – 0.01% 527
2020
Q1 		$20.6K Buy
240
+110
+85% +$12.1K 0.01% 481
2019
Q4 		$15.4K Buy
+130
New +$16.7K 0.01% 509

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Acuity Brands (AYI) in Q4 2021, closing a stake of 240 shares — an estimated $41K sold.

Arkadios Wealth Advisors first reported a position in AYI in Q4 2019 and held it in 8 quarters. The position peaked at $44K in Q2 2021. 403 funds tracked by Wall St. Rank hold AYI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Acuity Brands position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 240 Acuity Brands shares in Q4 2021, an estimated $41K.
  • Arkadios Wealth Advisors first reported a position in Acuity Brands in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Acuity Brands position peaked at $44K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2021.

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