Liberty Wealth Management’s Acuity Brands AYI Stock Holding History

Liberty 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
2021 Q1	–	Sell	-2	Closed	–	–	927
2020 Q4	$0	Buy	+2	New	+$215	﹤0.01%	940

Other funds holding AYI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Liberty Wealth Management's AYI Position: Q1 2021 in Review

Liberty Wealth Management sold out of Acuity Brands (AYI) in Q1 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in AYI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 351 funds tracked by Wall St. Rank hold AYI as of Q1 2021.

Liberty Wealth Management reported no remaining Acuity Brands position as of Q1 2021 after selling out during the quarter.
Liberty Wealth Management sold 2 Acuity Brands shares in Q1 2021.
Liberty Wealth Management first reported a position in Acuity Brands in Q4 2020 and held it in 1 quarter.
Liberty Wealth Management's Acuity Brands position peaked at $0 in Q4 2020.
351 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.