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BSW Wealth Partners’s Acuity Brands AYI Stock Holding History

BSW Wealth Partners’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
2019
Q4 		– Sell
-219
Closed -$30K – 131
2019
Q3 		$30K Buy
219
+7
+3% +$912 0.01% 132
2019
Q2 		$29K Buy
+212
New +$29.2K 0.01% 132

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GIM
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ACM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BSW Wealth Partners's AYI Position: Q4 2019 in Review

BSW Wealth Partners sold out of Acuity Brands (AYI) in Q4 2019, closing a stake of 219 shares — an estimated $30K sold.

BSW Wealth Partners first reported a position in AYI in Q2 2019 and held it in 2 quarters. The position peaked at $30K in Q3 2019. 387 funds tracked by Wall St. Rank hold AYI as of Q4 2019.

  • BSW Wealth Partners reported no remaining Acuity Brands position as of Q4 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 219 Acuity Brands shares in Q4 2019, an estimated $30K.
  • BSW Wealth Partners first reported a position in Acuity Brands in Q2 2019 and held it in 2 quarters.
  • BSW Wealth Partners's Acuity Brands position peaked at $30K in Q3 2019.
  • 387 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.