RSWM
AYI icon

Robertson Stephens Wealth Management’s Acuity Brands AYI Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q1 		– Sell
-36,000
Closed -$10.5M – 547
2024
Q4 		$10.5M Sell
36,000
-12,000
-25% -$3.75M 0.37% 56
2024
Q3 		$13.2M Sell
48,000
-15
-0% -$3.73K 0.48% 47
2024
Q2 		$11.6M Sell
48,015
-7,985
-14% -$2.04M 0.58% 32
2024
Q1 		$15M Sell
56,000
-200
-0.4% -$48.4K 0.8% 27
2023
Q4 		$11.5M Sell
56,200
-800
-1% -$144K 0.7% 26
2023
Q3 		$9.71M Sell
57,000
-44,759
-44% -$7.31M 0.65% 30
2023
Q2 		$16.6M Sell
101,759
-17,000
-14% -$2.71M 1.17% 19
2023
Q1 		$21.7M Sell
118,759
-1,422
-1% -$262K 1.67% 12
2022
Q4 		$19.9M Buy
120,181
+35,481
+42% +$6.3M 1.94% 8
2022
Q3 		$13.3M Hold
84,700
– – 1.39% 13
2022
Q2 		$13M Sell
84,700
-8,300
-9% -$1.41M 1.23% 17
2022
Q1 		$17.6M Buy
93,000
+50,000
+116% +$9.61M 1.48% 16
2021
Q4 		$9.1M Sell
43,000
-23,000
-35% -$4.75M 0.77% 29
2021
Q3 		$11.4M Sell
66,000
-185,595
-74% -$32.5M 1.29% 18
2021
Q2 		$47.1M Buy
+251,595
New +$45.7M 5.65% 2

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's AYI Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Acuity Brands (AYI) in Q1 2025, closing a stake of 36,000 shares — an estimated $10.5M sold.

Robertson Stephens Wealth Management first reported a position in AYI in Q2 2021 and held it in 15 quarters. The position peaked at $47.1M in Q2 2021. 542 funds tracked by Wall St. Rank hold AYI as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Acuity Brands position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 36,000 Acuity Brands shares in Q1 2025, an estimated $10.5M.
  • Robertson Stephens Wealth Management first reported a position in Acuity Brands in Q2 2021 and held it in 15 quarters.
  • Robertson Stephens Wealth Management's Acuity Brands position peaked at $47.1M in Q2 2021.
  • 542 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.