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 $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 $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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