BWL
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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 $5.7T AUM 30.48% 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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return