Icon Wealth Partners’s Acuity Brands AYI Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-182	Closed	-$22K	–	215
2019 Q1	$22K	Buy	+182	New	+$22.6K	0.01%	521
2018 Q3	–	Sell	-191	Closed	-$22K	–	311
2018 Q2	$22K	Buy	+191	New	+$23.3K	0.01%	564
2018 Q1	–	Sell	-215	Closed	-$38K	–	298
2017 Q4	$38K	Buy	+215	New	+$35.8K	0.02%	475

Other funds holding AYI

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

GIM

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

ACM

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Icon Wealth Partners's AYI Position: Q2 2019 in Review

Icon Wealth Partners sold out of Acuity Brands (AYI) in Q2 2019, closing a stake of 182 shares — an estimated $22K sold.

Icon Wealth Partners first reported a position in AYI in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 399 funds tracked by Wall St. Rank hold AYI as of Q2 2019.

Icon Wealth Partners reported no remaining Acuity Brands position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 182 Acuity Brands shares in Q2 2019, an estimated $22K.
Icon Wealth Partners first reported a position in Acuity Brands in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Acuity Brands position peaked at $38K in Q4 2017.
399 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.