Baystate Wealth Management’s Aecom ACM Stock Holding History

Baystate 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
2023 Q2	–	Sell	-84	Closed	-$7.16K	–	1048
2023 Q1	$7.16K	Hold	84	–	–	﹤0.01%	619
2022 Q4	$7K	Hold	84	–	–	﹤0.01%	632
2022 Q3	$6K	Hold	84	–	–	﹤0.01%	615
2022 Q2	$6K	Hold	84	–	–	﹤0.01%	634
2022 Q1	$6K	Hold	84	–	–	﹤0.01%	630
2021 Q4	$6K	Sell	84 -313	-79%	-$22K	﹤0.01%	621
2021 Q3	$25K	Hold	397	–	–	﹤0.01%	384
2021 Q2	$25K	Buy	+397	New	+$26K	﹤0.01%	362

Other funds holding ACM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Baystate Wealth Management's ACM Position: Q2 2023 in Review

Baystate Wealth Management sold out of Aecom (ACM) in Q2 2023, closing a stake of 84 shares — an estimated $7.16K sold.

Baystate Wealth Management first reported a position in ACM in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q3 2021. 452 funds tracked by Wall St. Rank hold ACM as of Q2 2023.

Baystate Wealth Management reported no remaining Aecom position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 84 Aecom shares in Q2 2023, an estimated $7.16K.
Baystate Wealth Management first reported a position in Aecom in Q2 2021 and held it in 8 quarters.
Baystate Wealth Management's Aecom position peaked at $25K in Q3 2021.
452 funds tracked by Wall St. Rank held Aecom as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.