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Janiczek Wealth Management’s Acuity Brands AYI Stock Holding History

Janiczek 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
2024
Q2 		$79.9K Sell
331
-75
-18% -$19.2K 0.02% 325
2024
Q1 		$109K Buy
406
+27
+7% +$6.54K 0.02% 272
2023
Q4 		$77.6K Buy
379
+144
+61% +$26K 0.02% 318
2023
Q3 		$40K Sell
235
-26
-10% -$4.25K 0.01% 394
2023
Q2 		$42.6K Sell
261
-62
-19% -$9.9K 0.01% 339
2023
Q1 		$51K Sell
323
-4
-1% -$738 0.01% 312
2022
Q4 		$56.4K Sell
327
-19
-5% -$3.37K 0.02% 301
2022
Q3 		$56K Buy
346
+66
+24% +$11.2K 0.02% 287
2022
Q2 		$51K Buy
280
+34
+14% +$5.76K 0.02% 300
2022
Q1 		$47K Hold
246
– – 0.01% 308
2021
Q4 		$52K Sell
246
-26
-10% -$5.37K 0.02% 304
2021
Q3 		$47K Buy
272
+86
+46% +$15.1K 0.02% 293
2021
Q2 		$35K Buy
186
+38
+26% +$6.91K 0.01% 318
2021
Q1 		$24K Buy
148
+39
+36% +$4.97K 0.01% 362
2020
Q4 		$13K Buy
+109
New +$11.7K 0.01% 415

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janiczek Wealth Management's AYI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Acuity Brands (AYI) stake by 18% in Q2 2024, selling an estimated $19.2K and leaving 331 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #325.

Janiczek Wealth Management first reported a position in AYI in Q4 2020 and has held it in 15 quarters since. The position peaked at $109K in Q1 2024. 482 funds tracked by Wall St. Rank hold AYI as of Q2 2024.

  • Janiczek Wealth Management held 331 shares of Acuity Brands worth $79.9K as of Q2 2024.
  • Janiczek Wealth Management sold 75 Acuity Brands shares in Q2 2024, an estimated $19.2K.
  • Acuity Brands made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #325 holding.
  • Janiczek Wealth Management first reported a position in Acuity Brands in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Acuity Brands position peaked at $109K in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.