HC Financial Advisors’s Acuity Brands AYI Stock Holding History

HC Financial Advisors’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 Q4	–	Sell	-138	Closed	-$14K	–	347
2020 Q3	$14K	Buy	+138	New	+$14.2K	0.01%	214

Other funds holding AYI

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

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HC Financial Advisors's AYI Position: Q4 2020 in Review

HC Financial Advisors sold out of Acuity Brands (AYI) in Q4 2020, closing a stake of 138 shares — an estimated $14K sold.

HC Financial Advisors first reported a position in AYI in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 350 funds tracked by Wall St. Rank hold AYI as of Q4 2020.

HC Financial Advisors reported no remaining Acuity Brands position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 138 Acuity Brands shares in Q4 2020, an estimated $14K.
HC Financial Advisors first reported a position in Acuity Brands in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's Acuity Brands position peaked at $14K in Q3 2020.
350 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.