Mark Sheptoff Financial Planning’s Aecom ACM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$19K	–	453
2021 Q3	$19K	Hold	300	–	–	0.01%	248
2021 Q2	$19K	Hold	300	–	–	0.01%	274
2021 Q1	$19K	Buy	+300	New	+$17.1K	0.01%	235
2019 Q1	–	Sell	-200	Closed	-$5K	–	349
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	278
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	310
2018 Q2	$7K	Hold	200	–	–	0.01%	301
2018 Q1	$7K	Sell	200 -600	-75%	-$22.2K	﹤0.01%	316
2017 Q4	$30K	Hold	800	–	–	0.02%	209
2017 Q3	$29K	Sell	800 -22,065	-97%	-$725K	0.02%	212
2017 Q2	$739K	Sell	22,865 -1	-0%	-$33	0.51%	54
2017 Q1	$814K	Buy	22,866 +1,751	+8%	+$64K	0.58%	47
2016 Q4	$768K	Buy	21,115 +17,115	+428%	+$568K	0.57%	49
2016 Q3	$119K	Buy	+4,000	New	+$129K	0.09%	121

Other funds holding ACM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACM Position: Q4 2021 in Review

Mark Sheptoff Financial Planning sold out of Aecom (ACM) in Q4 2021, closing a stake of 300 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in ACM in Q3 2016 and held it in 13 quarters. The position peaked at $814K in Q1 2017. 370 funds tracked by Wall St. Rank hold ACM as of Q4 2021.

Mark Sheptoff Financial Planning reported no remaining Aecom position as of Q4 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Aecom shares in Q4 2021, an estimated $19K.
Mark Sheptoff Financial Planning first reported a position in Aecom in Q3 2016 and held it in 13 quarters.
Mark Sheptoff Financial Planning's Aecom position peaked at $814K in Q1 2017.
370 funds tracked by Wall St. Rank held Aecom as of Q4 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2021, filed 11 Feb 2022.