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Money Concepts Capital’s Acuity Brands AYI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-25
Closed -$4.14K – 653
2022
Q4 		$4.14K Sell
25
-17
-40% -$3.02K ﹤0.01% 2430
2022
Q3 		$7K Hold
42
– – ﹤0.01% 1125
2022
Q2 		$7K Hold
42
– – ﹤0.01% 1083
2022
Q1 		$8K Buy
+42
New +$8.07K ﹤0.01% 2015

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Money Concepts Capital's AYI Position: Q1 2023 in Review

Money Concepts Capital sold out of Acuity Brands (AYI) in Q1 2023, closing a stake of 25 shares — an estimated $4.14K sold.

Money Concepts Capital first reported a position in AYI in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 408 funds tracked by Wall St. Rank hold AYI as of Q1 2023.

  • Money Concepts Capital reported no remaining Acuity Brands position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 25 Acuity Brands shares in Q1 2023, an estimated $4.14K.
  • Money Concepts Capital first reported a position in Acuity Brands in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Acuity Brands position peaked at $8K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.