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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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return