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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's ACM Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Aecom (ACM) in Q1 2025, closing a stake of 325 shares — an estimated $34.7K sold.

Heritage Wealth Advisors first reported a position in ACM in Q4 2020 and held it in 17 quarters. The position peaked at $34.7K in Q4 2024. 569 funds tracked by Wall St. Rank hold ACM as of Q1 2025.

Heritage Wealth Advisors reported no remaining Aecom position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 325 Aecom shares in Q1 2025, an estimated $34.7K.
Heritage Wealth Advisors first reported a position in Aecom in Q4 2020 and held it in 17 quarters.
Heritage Wealth Advisors's Aecom position peaked at $34.7K in Q4 2024.
569 funds tracked by Wall St. Rank held Aecom as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.