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Crewe Advisors’s Aecom ACM Stock Holding History

Crewe Advisors’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
2023
Q3 		– Sell
-2
Closed -$170 – 589
2023
Q2 		$170 Buy
+2
New +$164 ﹤0.01% 738

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Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Crewe Advisors's ACM Position: Q3 2023 in Review

Crewe Advisors sold out of Aecom (ACM) in Q3 2023, closing a stake of 2 shares — an estimated $170 sold.

Crewe Advisors first reported a position in ACM in Q2 2023 and held it in 1 quarter. The position peaked at $170 in Q2 2023. 455 funds tracked by Wall St. Rank hold ACM as of Q3 2023.

  • Crewe Advisors reported no remaining Aecom position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 2 Aecom shares in Q3 2023, an estimated $170.
  • Crewe Advisors first reported a position in Aecom in Q2 2023 and held it in 1 quarter.
  • Crewe Advisors's Aecom position peaked at $170 in Q2 2023.
  • 455 funds tracked by Wall St. Rank held Aecom as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.