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San Luis Wealth Advisors’s Acuity Brands AYI Stock Holding History

San Luis Wealth Advisors’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
2022
Q2 		– Sell
-108
Closed -$23K – 92
2022
Q1 		$23K Buy
+108
New +$20.8K 0.01% 299

Other funds holding AYI

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

San Luis Wealth Advisors's AYI Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Acuity Brands (AYI) in Q2 2022, closing a stake of 108 shares — an estimated $23K sold.

San Luis Wealth Advisors first reported a position in AYI in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 354 funds tracked by Wall St. Rank hold AYI as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Acuity Brands position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 108 Acuity Brands shares in Q2 2022, an estimated $23K.
  • San Luis Wealth Advisors first reported a position in Acuity Brands in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Acuity Brands position peaked at $23K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.