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Baldwin Wealth Partners’s Acuity Brands AYI Stock Holding History

Baldwin Wealth Partners’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
2020
Q4 		– Sell
-15
Closed -$2K – 551
2020
Q3 		$2K Hold
15
– – ﹤0.01% 504
2020
Q2 		$1K Hold
15
– – ﹤0.01% 513
2020
Q1 		$1K Hold
15
– – ﹤0.01% 528
2019
Q4 		$2K Buy
+15
New +$1.93K ﹤0.01% 513

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baldwin Wealth Partners's AYI Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of Acuity Brands (AYI) in Q4 2020, closing a stake of 15 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in AYI in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 350 funds tracked by Wall St. Rank hold AYI as of Q4 2020.

  • Baldwin Wealth Partners reported no remaining Acuity Brands position as of Q4 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 15 Acuity Brands shares in Q4 2020, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in Acuity Brands in Q4 2019 and held it in 4 quarters.
  • Baldwin Wealth Partners's Acuity Brands position peaked at $2K in Q3 2020.
  • 350 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.