LPWM
AYI icon

Lake Point Wealth Management’s Acuity Brands AYI Stock Holding History

Lake Point 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
2020
Q1 		$4K Hold
45
– – ﹤0.01% 178
2019
Q4 		$6K Buy
+45
New +$5.79K ﹤0.01% 330

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lake Point Wealth Management's AYI Position: Q1 2020 in Review

Lake Point Wealth Management held its Acuity Brands (AYI) position steady in Q1 2020 at 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Lake Point Wealth Management first reported a position in AYI in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 348 funds tracked by Wall St. Rank hold AYI as of Q1 2020.

  • Lake Point Wealth Management held 45 shares of Acuity Brands worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its Acuity Brands share count unchanged in Q1 2020.
  • Acuity Brands made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #178 holding.
  • Lake Point Wealth Management first reported a position in Acuity Brands in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Acuity Brands position peaked at $6K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.