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Harvest Group Wealth Management’s Acuity Brands AYI Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-29
Closed -$4K – 524
2019
Q4 		$4K Hold
29
– – ﹤0.01% 409
2019
Q3 		$4K Buy
29
+14
+93% +$1.82K ﹤0.01% 449
2019
Q2 		$2K Hold
15
– – ﹤0.01% 508
2019
Q1 		$2K Buy
+15
New +$1.87K ﹤0.01% 585

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harvest Group Wealth Management's AYI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Acuity Brands (AYI) in Q1 2020, closing a stake of 29 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in AYI in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 348 funds tracked by Wall St. Rank hold AYI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Acuity Brands position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 29 Acuity Brands shares in Q1 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Acuity Brands in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Acuity Brands position peaked at $4K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.