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Legacy Financial Advisors’s Acuity Brands AYI Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-3
Closed – – 189
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1060
2018
Q4 		$0 Hold
3
– – ﹤0.01% 978
2018
Q3 		$0 Hold
3
– – ﹤0.01% 886
2018
Q2 		$0 Hold
3
– – ﹤0.01% 928
2018
Q1 		$0 Sell
3
-16
-84% -$2.46K ﹤0.01% 816
2017
Q4 		$3K Buy
+19
New +$3.16K ﹤0.01% 690

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Acuity Brands (AYI) in Q2 2019, closing a stake of 3 shares.

Legacy Financial Advisors first reported a position in AYI in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 399 funds tracked by Wall St. Rank hold AYI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Acuity Brands position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 3 Acuity Brands shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Acuity Brands in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Acuity Brands position peaked at $3K in Q4 2017.
  • 399 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2019.

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