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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return