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Financial Gravity Asset Management’s Acuity Brands AYI Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-2
Closed -$550 – 1514
2024
Q1 		$550 Buy
+2
New +$484 ﹤0.01% 1357
2019
Q4 		– Sell
-37
Closed -$5K – 1391
2019
Q3 		$5K Hold
37
– – ﹤0.01% 688
2019
Q2 		$5K Hold
37
– – ﹤0.01% 681
2019
Q1 		$5K Buy
+37
New +$4.6K ﹤0.01% 667
2018
Q3 		$49K Sell
409
-121
-23% -$17.4K 0.05% 325
2018
Q2 		$72K Buy
+530
New +$64.6K 0.07% 256

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's AYI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Acuity Brands (AYI) in Q2 2024, closing a stake of 2 shares — an estimated $550 sold.

Financial Gravity Asset Management first reported a position in AYI in Q2 2018 and held it in 6 quarters. The position peaked at $72K in Q2 2018. 481 funds tracked by Wall St. Rank hold AYI as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Acuity Brands position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Acuity Brands shares in Q2 2024, an estimated $550.
  • Financial Gravity Asset Management first reported a position in Acuity Brands in Q2 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Acuity Brands position peaked at $72K in Q2 2018.
  • 481 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.