Avantax Advisory Services’s Acuity Brands AYI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
907
-51
-5% -$13.2K ﹤0.01% 1996
2025
Q1
$252K Buy
958
+186
+24% +$56.3K ﹤0.01% 1947
2024
Q4
$226K Sell
772
-5
-0.6% -$1.56K ﹤0.01% 1980
2024
Q3
$214K Buy
+777
New +$193K ﹤0.01% 1970

Other funds holding AYI

Avantax Advisory Services's AYI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Acuity Brands (AYI) stake by 5.3% in Q2 2025, selling an estimated $13.2K and leaving 907 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Avantax Advisory Services first reported a position in AYI in Q3 2024 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold AYI as of Q2 2025.

  • Avantax Advisory Services held 907 shares of Acuity Brands worth $271K as of Q2 2025.
  • Avantax Advisory Services sold 51 Acuity Brands shares in Q2 2025, an estimated $13.2K.
  • Acuity Brands made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1996 holding.
  • Avantax Advisory Services first reported a position in Acuity Brands in Q3 2024 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.