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Freedman Financial Associates’s Acuity Brands AYI Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-386
Closed -$71K – 35
2022
Q1 		$71K Hold
386
– – 0.05% 151
2021
Q4 		$82K Hold
386
– – 0.06% 142
2021
Q3 		$67K Sell
386
-30
-7% -$5.26K 0.05% 162
2021
Q2 		$78K Hold
416
– – 0.06% 139
2021
Q1 		$69K Hold
416
– – 0.06% 147
2020
Q4 		$50K Buy
+416
New +$44.6K 0.04% 182

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Freedman Financial Associates's AYI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Acuity Brands (AYI) in Q2 2022, closing a stake of 386 shares — an estimated $71K sold.

Freedman Financial Associates first reported a position in AYI in Q4 2020 and held it in 6 quarters. The position peaked at $82K in Q4 2021. 354 funds tracked by Wall St. Rank hold AYI as of Q2 2022.

  • Freedman Financial Associates reported no remaining Acuity Brands position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 386 Acuity Brands shares in Q2 2022, an estimated $71K.
  • Freedman Financial Associates first reported a position in Acuity Brands in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Acuity Brands position peaked at $82K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.