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Spire Wealth Management’s Acuity Brands AYI Stock Holding History

Spire 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
2024
Q2 		– Sell
-5
Closed -$1.37K – 2215
2024
Q1 		$1.37K Buy
+5
New +$1.21K ﹤0.01% 2158
2023
Q4 		– Sell
-24,559
Closed -$4.18M – 2368
2023
Q3 		$4.18M Buy
+24,559
New +$4.01M 0.16% 138
2023
Q1 		– Sell
-10
Closed -$2K – 2483
2022
Q4 		$2K Hold
10
– – ﹤0.01% 2013
2022
Q3 		$2K Sell
10
-140
-93% -$23.7K ﹤0.01% 1923
2022
Q2 		$23K Sell
150
-50
-25% -$8.48K ﹤0.01% 1603
2022
Q1 		$38K Hold
200
– – ﹤0.01% 1549
2021
Q4 		$42K Buy
+200
New +$41.3K ﹤0.01% 1807
2021
Q2 		– Sell
-1,895
Closed -$276K – 2603
2021
Q1 		$276K Buy
+1,895
New +$242K 0.01% 911

Other funds holding AYI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's AYI Position: Q2 2024 in Review

Spire Wealth Management sold out of Acuity Brands (AYI) in Q2 2024, closing a stake of 5 shares — an estimated $1.37K sold.

Spire Wealth Management first reported a position in AYI in Q1 2021 and held it in 8 quarters. The position peaked at $4.18M in Q3 2023. 482 funds tracked by Wall St. Rank hold AYI as of Q2 2024.

  • Spire Wealth Management reported no remaining Acuity Brands position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 5 Acuity Brands shares in Q2 2024, an estimated $1.37K.
  • Spire Wealth Management first reported a position in Acuity Brands in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Acuity Brands position peaked at $4.18M in Q3 2023.
  • 482 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.