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Precision Wealth Strategies’s Aecom ACM Stock Holding History

Precision Wealth Strategies’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
2023
Q1 		– Sell
-5,090
Closed -$432K – 75
2022
Q4 		$432K Hold
5,090
– – 0.45% 47
2022
Q3 		$366K Sell
5,090
-162
-3% -$11.5K 0.32% 70
2022
Q2 		$335K Sell
5,252
-98
-2% -$6.85K 0.26% 87
2022
Q1 		$411K Sell
5,350
-482
-8% -$35.4K 0.24% 86
2021
Q4 		$451K Sell
5,832
-165
-3% -$11.6K 0.33% 90
2021
Q3 		$379K Sell
5,997
-124
-2% -$7.89K 0.29% 86
2021
Q2 		$388K Buy
6,121
+16
+0.3% +$1.05K 0.33% 56
2021
Q1 		$391K Buy
+6,105
New +$347K 0.38% 36

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Precision Wealth Strategies's ACM Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Aecom (ACM) in Q1 2023, closing a stake of 5,090 shares — an estimated $432K sold.

Precision Wealth Strategies first reported a position in ACM in Q1 2021 and held it in 8 quarters. The position peaked at $451K in Q4 2021. 450 funds tracked by Wall St. Rank hold ACM as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Aecom position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,090 Aecom shares in Q1 2023, an estimated $432K.
  • Precision Wealth Strategies first reported a position in Aecom in Q1 2021 and held it in 8 quarters.
  • Precision Wealth Strategies's Aecom position peaked at $451K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held Aecom as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.