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Avior Wealth Management’s Acuity Brands AYI Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-53
Closed -$15.5K – 865
2024
Q4 		$15.5K Hold
53
– – ﹤0.01% 1485
2024
Q3 		$14.6K Hold
53
– – ﹤0.01% 1439
2024
Q2 		$12.8K Hold
53
– – ﹤0.01% 1446
2024
Q1 		$14.2K Hold
53
– – ﹤0.01% 1730
2023
Q4 		$10.9K Buy
53
+28
+112% +$5.06K ﹤0.01% 979
2023
Q3 		$4.26K Buy
+25
New +$4.08K ﹤0.01% 1238
2018
Q2 		– Sell
-2
Closed – – 780
2018
Q1 		$0 Hold
2
– – ﹤0.01% 786
2017
Q4 		$0 Buy
+2
New +$333 ﹤0.01% 787

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's AYI Position: Q1 2025 in Review

Avior Wealth Management sold out of Acuity Brands (AYI) in Q1 2025, closing a stake of 53 shares — an estimated $15.5K sold.

Avior Wealth Management first reported a position in AYI in Q4 2017 and held it in 8 quarters. The position peaked at $15.5K in Q4 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q1 2025.

  • Avior Wealth Management reported no remaining Acuity Brands position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 53 Acuity Brands shares in Q1 2025, an estimated $15.5K.
  • Avior Wealth Management first reported a position in Acuity Brands in Q4 2017 and held it in 8 quarters.
  • Avior Wealth Management's Acuity Brands position peaked at $15.5K in Q4 2024.
  • 542 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.