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One Wealth Advisors’s Acuity Brands AYI Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-275
Closed -$45.5K – 228
2022
Q4 		$45.5K Buy
+275
New +$48.8K 0.01% 431
2019
Q2 		– Sell
-69
Closed -$8K – 152
2019
Q1 		$8K Buy
+69
New +$8.59K 0.01% 331
2018
Q4 		– Sell
-138
Closed -$22K – 136
2018
Q3 		$22K Hold
138
– – 0.02% 306
2018
Q2 		$16K Hold
138
– – 0.01% 322
2018
Q1 		$19K Sell
138
-11
-7% -$1.69K 0.02% 299
2017
Q4 		$26K Buy
+149
New +$24.8K 0.02% 311

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return