Key Financial Inc’s Acuity Brands AYI Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-21	Closed	-$3.42K	–	1348
2023 Q2	$3.42K	Buy	+21	New	+$3.35K	﹤0.01%	1076

Other funds holding AYI

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Key Financial Inc's AYI Position: Q3 2023 in Review

Key Financial Inc sold out of Acuity Brands (AYI) in Q3 2023, closing a stake of 21 shares — an estimated $3.42K sold.

Key Financial Inc first reported a position in AYI in Q2 2023 and held it in 1 quarter. The position peaked at $3.42K in Q2 2023. 400 funds tracked by Wall St. Rank hold AYI as of Q3 2023.

Key Financial Inc reported no remaining Acuity Brands position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 21 Acuity Brands shares in Q3 2023, an estimated $3.42K.
Key Financial Inc first reported a position in Acuity Brands in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Acuity Brands position peaked at $3.42K in Q2 2023.
400 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.