Heritage Wealth Advisors’s Aecom ACM Stock Holding History

Heritage Wealth Advisors’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
2025 Q1	–	Sell	-325	Closed	-$34.7K	–	577
2024 Q4	$34.7K	Hold	325	–	–	﹤0.01%	346
2024 Q3	$33.6K	Hold	325	–	–	﹤0.01%	359
2024 Q2	$28.6K	Hold	325	–	–	﹤0.01%	357
2024 Q1	$31.9K	Hold	325	–	–	﹤0.01%	368
2023 Q4	$30K	Hold	325	–	–	﹤0.01%	381
2023 Q3	$27K	Hold	325	–	–	﹤0.01%	359
2023 Q2	$27.5K	Hold	325	–	–	﹤0.01%	375
2023 Q1	$27.4K	Hold	325	–	–	﹤0.01%	377
2022 Q4	$27.6K	Hold	325	–	–	﹤0.01%	382
2022 Q3	$22.2K	Hold	325	–	–	﹤0.01%	371
2022 Q2	$21K	Hold	325	–	–	﹤0.01%	418
2022 Q1	$25K	Hold	325	–	–	﹤0.01%	380
2021 Q4	$25K	Hold	325	–	–	﹤0.01%	390
2021 Q3	$20.5K	Hold	325	–	–	﹤0.01%	404
2021 Q2	$20.6K	Sell	325 -150	-32%	-$9.8K	﹤0.01%	413
2021 Q1	$30.5K	Buy	475 +150	+46%	+$8.54K	﹤0.01%	380
2020 Q4	$16K	Buy	+325	New	+$15.5K	﹤0.01%	426

Other funds holding ACM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return