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Kore Private Wealth’s Acuity Brands AYI Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-64
Closed -$6K – 341
2020
Q2 		$6K Hold
64
– – ﹤0.01% 869
2020
Q1 		$5K Sell
64
-692
-92% -$75.9K ﹤0.01% 795
2019
Q4 		$104K Buy
+756
New +$97.2K 0.02% 362

Other funds holding AYI

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kore Private Wealth's AYI Position: Q3 2020 in Review

Kore Private Wealth sold out of Acuity Brands (AYI) in Q3 2020, closing a stake of 64 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in AYI in Q4 2019 and held it in 3 quarters. The position peaked at $104K in Q4 2019. 335 funds tracked by Wall St. Rank hold AYI as of Q3 2020.

  • Kore Private Wealth reported no remaining Acuity Brands position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 64 Acuity Brands shares in Q3 2020, an estimated $6K.
  • Kore Private Wealth first reported a position in Acuity Brands in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Acuity Brands position peaked at $104K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.