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Patriot Financial Group Insurance Agency’s Aecom ACM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-1,300
Closed -$101K – 2027
2021
Q4 		$101K Sell
1,300
-1,550
-54% -$109K 0.02% 652
2021
Q3 		$180K Hold
2,850
– – 0.03% 470
2021
Q2 		$180K Hold
2,850
– – 0.03% 455
2021
Q1 		$183K Buy
2,850
+2,150
+307% +$122K 0.04% 406
2020
Q4 		$35K Buy
+700
New +$33.5K 0.01% 791

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACM Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Aecom (ACM) in Q1 2022, closing a stake of 1,300 shares — an estimated $101K sold.

Patriot Financial Group Insurance Agency first reported a position in ACM in Q4 2020 and held it in 5 quarters. The position peaked at $183K in Q1 2021. 387 funds tracked by Wall St. Rank hold ACM as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aecom position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,300 Aecom shares in Q1 2022, an estimated $101K.
  • Patriot Financial Group Insurance Agency first reported a position in Aecom in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Aecom position peaked at $183K in Q1 2021.
  • 387 funds tracked by Wall St. Rank held Aecom as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.