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Patriot Financial Group Insurance Agency’s Acuity Brands AYI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4
Closed -$1K – 529
2022
Q2 		$1K Buy
+4
New +$678 ﹤0.01% 1860
2017
Q4 		– Sell
-10
Closed -$2K – 936
2017
Q3 		$2K Hold
10
– – ﹤0.01% 823
2017
Q2 		$2K Hold
10
– – ﹤0.01% 816
2017
Q1 		$2K Hold
10
– – ﹤0.01% 745
2016
Q4 		$2K Buy
+10
New +$2.43K ﹤0.01% 678

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AYI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Acuity Brands (AYI) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in AYI in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q3 2017. 362 funds tracked by Wall St. Rank hold AYI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Acuity Brands position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Acuity Brands shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Acuity Brands in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Acuity Brands position peaked at $2K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.