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Atlas Private Wealth Advisors’s Acuity Brands AYI Stock Holding History

Atlas Private 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
Q2 		– Sell
-4
Closed -$1K – 785
2021
Q1 		$1K Buy
+4
New +$510 ﹤0.01% 776

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Atlas Private Wealth Advisors's AYI Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Acuity Brands (AYI) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in AYI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 367 funds tracked by Wall St. Rank hold AYI as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Acuity Brands position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 4 Acuity Brands shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Acuity Brands in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Acuity Brands position peaked at $1K in Q1 2021.
  • 367 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.