Carson Advisory’s Acuity Brands AYI Stock Holding History

Carson Advisory’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
2022 Q1	–	Sell	-945	Closed	-$200K	–	135
2021 Q4	$200K	Buy	+945	New	+$195K	0.2%	129

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Carson Advisory's AYI Position: Q1 2022 in Review

Carson Advisory sold out of Acuity Brands (AYI) in Q1 2022, closing a stake of 945 shares — an estimated $200K sold.

Carson Advisory first reported a position in AYI in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 392 funds tracked by Wall St. Rank hold AYI as of Q1 2022.

Carson Advisory reported no remaining Acuity Brands position as of Q1 2022 after selling out during the quarter.
Carson Advisory sold 945 Acuity Brands shares in Q1 2022, an estimated $200K.
Carson Advisory first reported a position in Acuity Brands in Q4 2021 and held it in 1 quarter.
Carson Advisory's Acuity Brands position peaked at $200K in Q4 2021.
392 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2022.

Based on Carson Advisory's 13F filing for Q1 2022, filed 3 May 2022.