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Capital Performance Advisors’s Acuity Brands AYI Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-59
Closed -$16.2K – 423
2024
Q3 		$16.2K Buy
+59
New +$14.7K ﹤0.01% 670

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's AYI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Acuity Brands (AYI) in Q4 2024, closing a stake of 59 shares — an estimated $16.2K sold.

Capital Performance Advisors first reported a position in AYI in Q3 2024 and held it in 1 quarter. The position peaked at $16.2K in Q3 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Acuity Brands position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 Acuity Brands shares in Q4 2024, an estimated $16.2K.
  • Capital Performance Advisors first reported a position in Acuity Brands in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Acuity Brands position peaked at $16.2K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.