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Beaird Harris Wealth Management’s Acuity Brands AYI Stock Holding History

Beaird Harris Wealth Management’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
2022
Q1 		– Sell
-444
Closed -$94K – 612
2021
Q4 		$94K Buy
+444
New +$91.8K 0.03% 174

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beaird Harris Wealth Management's AYI Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Acuity Brands (AYI) in Q1 2022, closing a stake of 444 shares — an estimated $94K sold.

Beaird Harris Wealth Management first reported a position in AYI in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 392 funds tracked by Wall St. Rank hold AYI as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Acuity Brands position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 444 Acuity Brands shares in Q1 2022, an estimated $94K.
  • Beaird Harris Wealth Management first reported a position in Acuity Brands in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Acuity Brands position peaked at $94K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.