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Bartlett & Co Wealth Management’s Arcosa ACA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ACA Stock Details ACA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-399
Closed -$33.3K – 1128
2024
Q2 		$33.3K Hold
399
– – ﹤0.01% 740
2024
Q1 		$34.3K Hold
399
– – ﹤0.01% 723
2023
Q4 		$33.3K Hold
399
– – ﹤0.01% 773
2023
Q3 		$28.7K Hold
399
– – ﹤0.01% 747
2023
Q2 		$30.2K Buy
+399
New +$26.8K ﹤0.01% 748

Other funds holding ACA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's ACA Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Arcosa (ACA) in Q3 2024, closing a stake of 399 shares — an estimated $33.3K sold.

Bartlett & Co Wealth Management first reported a position in ACA in Q2 2023 and held it in 5 quarters. The position peaked at $34.3K in Q1 2024. 324 funds tracked by Wall St. Rank hold ACA as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Arcosa position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 399 Arcosa shares in Q3 2024, an estimated $33.3K.
  • Bartlett & Co Wealth Management first reported a position in Arcosa in Q2 2023 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Arcosa position peaked at $34.3K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Arcosa as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.