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Kiely Wealth Advisory Group’s Acuity Brands AYI Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$5.44K Hold
17
– – ﹤0.01% 243
2024
Q3 		$5.63K Hold
17
– – ﹤0.01% 242
2024
Q2 		$3.88K Hold
17
– – ﹤0.01% 247
2024
Q1 		$4.32K Hold
17
– – ﹤0.01% 221
2023
Q4 		$4.1K Buy
+17
New +$3.07K ﹤0.01% 214

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiely Wealth Advisory Group's AYI Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Acuity Brands (AYI) position steady in Q4 2024 at 17 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Kiely Wealth Advisory Group first reported a position in AYI in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.63K in Q3 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

  • Kiely Wealth Advisory Group held 17 shares of Acuity Brands worth $5.44K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Acuity Brands share count unchanged in Q4 2024.
  • Acuity Brands made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #243 holding.
  • Kiely Wealth Advisory Group first reported a position in Acuity Brands in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Acuity Brands position peaked at $5.63K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.