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BerganKDV Wealth Management’s Acuity Brands AYI Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-12
Closed -$1K – 958
2020
Q1 		$1K Hold
12
– – ﹤0.01% 789
2019
Q4 		$2K Buy
+12
New +$1.54K ﹤0.01% 750
2019
Q2 		– Sell
-10
Closed -$1K – 730
2019
Q1 		$1K Hold
10
– – ﹤0.01% 681
2018
Q4 		$1K Hold
10
– – ﹤0.01% 643
2018
Q3 		$2K Hold
10
– – ﹤0.01% 574
2018
Q2 		$1K Buy
+10
New +$1.22K ﹤0.01% 621

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BerganKDV Wealth Management's AYI Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Acuity Brands (AYI) in Q2 2020, closing a stake of 12 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AYI in Q2 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 339 funds tracked by Wall St. Rank hold AYI as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Acuity Brands position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 12 Acuity Brands shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Acuity Brands in Q2 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's Acuity Brands position peaked at $2K in Q4 2019.
  • 339 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.