AWM
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Avitas Wealth Management’s Aecom ACM Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$2.02M Buy
18,939
+110
+0.6% +$12K 0.28% 90
2024
Q3 		$1.94M Buy
18,829
+292
+2% +$27.4K 0.27% 97
2024
Q2 		$1.63M Buy
18,537
+74
+0.4% +$6.75K 0.24% 102
2024
Q1 		$1.81M Buy
18,463
+251
+1% +$22.7K 0.28% 95
2023
Q4 		$1.68M Buy
18,212
+572
+3% +$48.5K 0.28% 101
2023
Q3 		$1.46M Sell
17,640
-45
-0.3% -$3.88K 0.28% 97
2023
Q2 		$1.5M Buy
17,685
+181
+1% +$14.8K 0.27% 98
2023
Q1 		$1.48M Sell
17,504
-114
-0.6% -$9.83K 0.29% 98
2022
Q4 		$1.5M Sell
17,618
-90
-0.5% -$7.08K 0.32% 88
2022
Q3 		$1.21M Buy
+17,708
New +$1.26M 0.28% 100

Other funds holding ACM

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Avitas Wealth Management's ACM Position: Q4 2024 in Review

Avitas Wealth Management increased its Aecom (ACM) stake by 0.58% in Q4 2024, buying an estimated $12K and bringing the position to 18,939 shares worth $2.02M. The position accounts for 0.28% of the portfolio, ranked #90.

Avitas Wealth Management first reported a position in ACM in Q3 2022 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold ACM as of Q4 2024.

  • Avitas Wealth Management held 18,939 shares of Aecom worth $2.02M as of Q4 2024.
  • Avitas Wealth Management bought 110 Aecom shares in Q4 2024, an estimated $12K.
  • Aecom made up 0.28% of Avitas Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Avitas Wealth Management first reported a position in Aecom in Q3 2022 and has held it in 10 quarters since.
  • 567 funds tracked by Wall St. Rank held Aecom as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.