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Sowell Financial Services’s Aecom ACM Stock Holding History

Sowell Financial Services’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
-24
Closed -$2K – 540
2021
Q1 		$2K Sell
24
-17
-41% -$968 ﹤0.01% 2789
2020
Q4 		$2K Hold
41
– – ﹤0.01% 2435
2020
Q3 		$2K Hold
41
– – ﹤0.01% 2187
2020
Q2 		$2K Hold
41
– – ﹤0.01% 2106
2020
Q1 		$1K Hold
41
– – ﹤0.01% 2167
2019
Q4 		$2K Hold
41
– – ﹤0.01% 2145
2019
Q3 		$2K Buy
+41
New +$1.48K ﹤0.01% 2023

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's ACM Position: Q2 2021 in Review

Sowell Financial Services sold out of Aecom (ACM) in Q2 2021, closing a stake of 24 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ACM in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 348 funds tracked by Wall St. Rank hold ACM as of Q2 2021.

  • Sowell Financial Services reported no remaining Aecom position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 24 Aecom shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Aecom in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Aecom position peaked at $2K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Aecom as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.