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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

One Wealth Advisors's AYI Position: Q1 2023 in Review

One Wealth Advisors sold out of Acuity Brands (AYI) in Q1 2023, closing a stake of 275 shares — an estimated $45.5K sold.

One Wealth Advisors first reported a position in AYI in Q4 2017 and held it in 6 quarters. The position peaked at $45.5K in Q4 2022. 408 funds tracked by Wall St. Rank hold AYI as of Q1 2023.

One Wealth Advisors reported no remaining Acuity Brands position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 275 Acuity Brands shares in Q1 2023, an estimated $45.5K.
One Wealth Advisors first reported a position in Acuity Brands in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Acuity Brands position peaked at $45.5K in Q4 2022.
408 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.