Laurel Wealth Advisors (North Carolina)’s Acuity Brands AYI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-184	Closed	-$33.6K	–	589
2023 Q1	$33.6K	Hold	184	–	–	0.01%	320
2022 Q4	$30.5K	Hold	184	–	–	0.01%	301
2022 Q3	$29K	Hold	184	–	–	0.01%	300
2022 Q2	$28K	Hold	184	–	–	0.01%	307
2022 Q1	$35K	Hold	184	–	–	0.01%	295
2021 Q4	$39K	Hold	184	–	–	0.01%	284
2021 Q3	$32K	Hold	184	–	–	0.01%	297
2021 Q2	$34K	Hold	184	–	–	0.01%	308
2021 Q1	$30K	Hold	184	–	–	0.01%	308
2020 Q4	$22K	Hold	184	–	–	0.01%	331
2020 Q3	$19K	Hold	184	–	–	0.01%	318
2020 Q2	$18K	Hold	184	–	–	0.01%	319
2020 Q1	$16K	Hold	184	–	–	0.01%	314
2019 Q4	$25K	Hold	184	–	–	0.01%	306
2019 Q3	$25K	Hold	184	–	–	0.01%	297
2019 Q2	$25K	Hold	184	–	–	0.01%	297
2019 Q1	$22K	Hold	184	–	–	0.01%	299
2018 Q4	$21K	Buy	+184	New	+$22.7K	0.01%	290

Other funds holding AYI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AYI Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Acuity Brands (AYI) in Q2 2023, closing a stake of 184 shares — an estimated $33.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AYI in Q4 2018 and held it in 18 quarters. The position peaked at $39K in Q4 2021. 410 funds tracked by Wall St. Rank hold AYI as of Q2 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Acuity Brands position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 184 Acuity Brands shares in Q2 2023, an estimated $33.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in Acuity Brands in Q4 2018 and held it in 18 quarters.
Laurel Wealth Advisors (North Carolina)'s Acuity Brands position peaked at $39K in Q4 2021.
410 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.