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Bogart Wealth LLC’s ACI Worldwide ACIW Stock Holding History

Bogart Wealth LLC’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$109 – 1454
2025
Q1 		$109 Sell
2
-15
-88% -$796 ﹤0.01% 1372
2024
Q4 		$882 Buy
+17
New +$904 ﹤0.01% 1221
2023
Q4 		– Sell
-125
Closed -$2.82K – 1062
2023
Q3 		$2.82K Hold
125
– – ﹤0.01% 830
2023
Q2 		$2.9K Hold
125
– – ﹤0.01% 825
2023
Q1 		$3.37K Buy
+125
New +$3.31K ﹤0.01% 809

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bogart Wealth LLC's ACIW Position: Q2 2025 in Review

Bogart Wealth LLC sold out of ACI Worldwide (ACIW) in Q2 2025, closing a stake of 2 shares — an estimated $109 sold.

Bogart Wealth LLC first reported a position in ACIW in Q1 2023 and held it in 5 quarters. The position peaked at $3.37K in Q1 2023. 393 funds tracked by Wall St. Rank hold ACIW as of Q2 2025.

  • Bogart Wealth LLC reported no remaining ACI Worldwide position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 2 ACI Worldwide shares in Q2 2025, an estimated $109.
  • Bogart Wealth LLC first reported a position in ACI Worldwide in Q1 2023 and held it in 5 quarters.
  • Bogart Wealth LLC's ACI Worldwide position peaked at $3.37K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.