Bartlett & Co Wealth Management’s Aecom ACM Stock Holding History

Bartlett & Co 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
2021 Q1	–	Sell	-33	Closed	-$1.64K	–	1107
2020 Q4	$1.64K	Buy	+33	New	+$1.58K	﹤0.01%	950
2020 Q2	–	Sell	-1,226	Closed	-$36.6K	–	846
2020 Q1	$36.6K	Buy	1,226 +1,000	+442%	+$42.8K	﹤0.01%	517
2019 Q4	$9.75K	Hold	226	–	–	﹤0.01%	732
2019 Q3	$8.49K	Hold	226	–	–	﹤0.01%	745
2019 Q2	$8.55K	Hold	226	–	–	﹤0.01%	594
2019 Q1	$6.71K	Hold	226	–	–	﹤0.01%	602
2018 Q4	$5.99K	Hold	226	–	–	﹤0.01%	610
2018 Q3	$7.38K	Hold	226	–	–	﹤0.01%	619
2018 Q2	$7.46K	Hold	226	–	–	﹤0.01%	611
2018 Q1	$8.05K	Buy	+226	New	+$8.35K	﹤0.01%	630

Other funds holding ACM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's ACM Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Aecom (ACM) in Q1 2021, closing a stake of 33 shares — an estimated $1.64K sold.

Bartlett & Co Wealth Management first reported a position in ACM in Q1 2018 and held it in 10 quarters. The position peaked at $36.6K in Q1 2020. 356 funds tracked by Wall St. Rank hold ACM as of Q1 2021.

Bartlett & Co Wealth Management reported no remaining Aecom position as of Q1 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 33 Aecom shares in Q1 2021, an estimated $1.64K.
Bartlett & Co Wealth Management first reported a position in Aecom in Q1 2018 and held it in 10 quarters.
Bartlett & Co Wealth Management's Aecom position peaked at $36.6K in Q1 2020.
356 funds tracked by Wall St. Rank held Aecom as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.