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PFG Private Wealth Management’s Aecom ACM Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-3,037
Closed -$208K – 345
2022
Q3 		$208K Sell
3,037
-509
-14% -$36.1K 0.14% 47
2022
Q2 		$231K Buy
3,546
+121
+4% +$8.46K 0.13% 51
2022
Q1 		$263K Buy
+3,425
New +$251K 0.14% 54

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's ACM Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Aecom (ACM) in Q4 2022, closing a stake of 3,037 shares — an estimated $208K sold.

PFG Private Wealth Management first reported a position in ACM in Q1 2022 and held it in 3 quarters. The position peaked at $263K in Q1 2022. 411 funds tracked by Wall St. Rank hold ACM as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Aecom position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 3,037 Aecom shares in Q4 2022, an estimated $208K.
  • PFG Private Wealth Management first reported a position in Aecom in Q1 2022 and held it in 3 quarters.
  • PFG Private Wealth Management's Aecom position peaked at $263K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Aecom as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.