Endurance Wealth Management’s Aecom ACM Stock Holding History

Endurance Wealth Management’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 Q2	$13K	Hold	150	–	–	﹤0.01%	470
2023 Q1	$126K	Hold	150	–	–	0.02%	246
2022 Q4	$13K	Hold	150	–	–	﹤0.01%	450
2022 Q3	$10K	Hold	150	–	–	﹤0.01%	471
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	481
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	498
2021 Q4	$12K	Hold	150	–	–	﹤0.01%	487
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	534
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	525
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	529
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	517
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	518
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	497
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	479
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	446
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	442
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	406
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	427
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	421
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	427
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	435
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	459
2017 Q4	$6K	Hold	150	–	–	﹤0.01%	439
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	425
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	443
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	444
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	429
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	435
2016 Q2	$5K	Sell	150 -75	-33%	-$2.37K	﹤0.01%	422
2016 Q1	$7	Sell	225 -775	-78%	-$21.5K	﹤0.01%	409
2015 Q4	$30K	Hold	1,000	–	–	0.01%	308
2015 Q3	$30K	Hold	1,000	–	–	0.01%	307
2015 Q2	$33K	Buy	+1,000	New	+$33K	0.01%	310

Other funds holding ACM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Endurance Wealth Management's ACM Position: Q2 2023 in Review

Endurance Wealth Management held its Aecom (ACM) position steady in Q2 2023 at 150 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Endurance Wealth Management first reported a position in ACM in Q2 2015 and has held it in 33 quarters since. The position peaked at $126K in Q1 2023. 452 funds tracked by Wall St. Rank hold ACM as of Q2 2023.

Endurance Wealth Management held 150 shares of Aecom worth $13K as of Q2 2023.
Endurance Wealth Management left its Aecom share count unchanged in Q2 2023.
Aecom made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #470 holding.
Endurance Wealth Management first reported a position in Aecom in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Aecom position peaked at $126K in Q1 2023.
452 funds tracked by Wall St. Rank held Aecom as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.