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Bogart Wealth LLC’s Aecom ACM Stock Holding History

Bogart Wealth LLC’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
2025
Q2 		– Sell
-5
Closed -$464 – 1455
2025
Q1 		$464 Buy
+5
New +$507 ﹤0.01% 1301

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Bogart Wealth LLC sold out of Aecom (ACM) in Q2 2025, closing a stake of 5 shares — an estimated $464 sold.

Bogart Wealth LLC first reported a position in ACM in Q1 2025 and held it in 1 quarter. The position peaked at $464 in Q1 2025. 632 funds tracked by Wall St. Rank hold ACM as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Aecom position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 Aecom shares in Q2 2025, an estimated $464.
  • Bogart Wealth LLC first reported a position in Aecom in Q1 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Aecom position peaked at $464 in Q1 2025.
  • 632 funds tracked by Wall St. Rank held Aecom as of Q2 2025.

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