Proficio Capital Partners’s Aecom ACM Stock Holding History

Proficio Capital Partners’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
2021 Q2	–	Sell	-7,852	Closed	-$503K	–	297
2021 Q1	$503K	Sell	7,852 -98	-1%	-$5.58K	0.07%	129
2020 Q4	$396K	Hold	7,950	–	–	0.06%	117
2020 Q3	$333K	Buy	7,950 +97	+1%	+$3.7K	0.06%	120
2020 Q2	$295K	Buy	7,853 +94	+1%	+$3.37K	0.06%	127
2020 Q1	$233K	Buy	+7,759	New	+$332K	0.06%	136
2019 Q3	–	Sell	-805	Closed	-$30K	–	141
2019 Q2	$30K	Buy	805 +666	+479%	+$22.1K	0.01%	532
2019 Q1	$4K	Buy	139 +49	+54%	+$1.46K	﹤0.01%	1146
2018 Q4	$2K	Sell	90 -320	-78%	-$9.74K	﹤0.01%	990
2018 Q3	$13K	Hold	410	–	–	0.01%	718
2018 Q2	$14K	Buy	410 +222	+118%	+$7.62K	0.01%	702
2018 Q1	$7K	Sell	188 -205	-52%	-$7.57K	﹤0.01%	908
2017 Q4	$15K	Buy	393 +205	+109%	+$7.46K	0.01%	662
2017 Q3	$7K	Sell	188 -287	-60%	-$9.43K	﹤0.01%	876
2017 Q2	$15K	Buy	475 +385	+428%	+$12.8K	0.01%	678
2017 Q1	$3K	Hold	90	–	–	﹤0.01%	1052
2016 Q4	$3K	Sell	90 -73	-45%	-$2.42K	﹤0.01%	822
2016 Q3	$5K	Buy	163 +73	+81%	+$2.35K	﹤0.01%	698
2016 Q2	$3K	Hold	90	–	–	﹤0.01%	756
2016 Q1	$3K	Buy	+90	New	+$2.5K	﹤0.01%	612

Other funds holding ACM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return