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ProVise Management Group’s Aecom ACM Stock Holding History

ProVise Management Group’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
Q2 		– Sell
-2,815
Closed -$216K – 327
2022
Q1 		$216K Hold
2,815
– – 0.02% 347
2021
Q4 		$218K Buy
+2,815
New +$198K 0.02% 358
2020
Q3 		– Sell
-10,019
Closed -$377K – 290
2020
Q2 		$377K Buy
+10,019
New +$359K 0.05% 205

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ProVise Management Group's ACM Position: Q2 2022 in Review

ProVise Management Group sold out of Aecom (ACM) in Q2 2022, closing a stake of 2,815 shares — an estimated $216K sold.

ProVise Management Group first reported a position in ACM in Q2 2020 and held it in 3 quarters. The position peaked at $377K in Q2 2020. 364 funds tracked by Wall St. Rank hold ACM as of Q2 2022.

  • ProVise Management Group reported no remaining Aecom position as of Q2 2022 after selling out during the quarter.
  • ProVise Management Group sold 2,815 Aecom shares in Q2 2022, an estimated $216K.
  • ProVise Management Group first reported a position in Aecom in Q2 2020 and held it in 3 quarters.
  • ProVise Management Group's Aecom position peaked at $377K in Q2 2020.
  • 364 funds tracked by Wall St. Rank held Aecom as of Q2 2022.

Based on ProVise Management Group's 13F filing for Q2 2022, filed 8 Aug 2022.