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Legacy Financial Advisors’s ACI Worldwide ACIW Stock Holding History

Legacy Financial Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-206
Closed -$7K – 123
2019
Q1 		$7K Sell
206
-162
-44% -$4.94K ﹤0.01% 682
2018
Q4 		$10K Buy
368
+81
+28% +$2.19K ﹤0.01% 555
2018
Q3 		$8K Hold
287
– – ﹤0.01% 570
2018
Q2 		$8K Buy
287
+97
+51% +$2.36K ﹤0.01% 581
2018
Q1 		$4K Hold
190
– – ﹤0.01% 667
2017
Q4 		$4K Buy
+190
New +$4.41K ﹤0.01% 659

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Legacy Financial Advisors's ACIW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of ACI Worldwide (ACIW) in Q2 2019, closing a stake of 206 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in ACIW in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q4 2018. 268 funds tracked by Wall St. Rank hold ACIW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining ACI Worldwide position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 206 ACI Worldwide shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in ACI Worldwide in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's ACI Worldwide position peaked at $10K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.