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Center for Financial Planning’s ACI Worldwide ACIW Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-20
Closed -$1.04K – 703
2024
Q4 		$1.04K Buy
+20
New +$1.06K ﹤0.01% 606

Other funds holding ACIW

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's ACIW Position: Q1 2025 in Review

Center for Financial Planning sold out of ACI Worldwide (ACIW) in Q1 2025, closing a stake of 20 shares — an estimated $1.04K sold.

Center for Financial Planning first reported a position in ACIW in Q4 2024 and held it in 1 quarter. The position peaked at $1.04K in Q4 2024. 406 funds tracked by Wall St. Rank hold ACIW as of Q1 2025.

  • Center for Financial Planning reported no remaining ACI Worldwide position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 20 ACI Worldwide shares in Q1 2025, an estimated $1.04K.
  • Center for Financial Planning first reported a position in ACI Worldwide in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's ACI Worldwide position peaked at $1.04K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held ACI Worldwide as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.