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Stonebridge Financial Planning Group’s Aecom ACM Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-398
Closed -$27K – 115
2021
Q4 		$27K Hold
398
– – 0.01% 272
2021
Q3 		$27K Hold
398
– – 0.01% 278
2021
Q2 		$25K Buy
+398
New +$26K 0.01% 290

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stonebridge Financial Planning Group's ACM Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Aecom (ACM) in Q1 2022, closing a stake of 398 shares — an estimated $27K sold.

Stonebridge Financial Planning Group first reported a position in ACM in Q2 2021 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 387 funds tracked by Wall St. Rank hold ACM as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Aecom position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 398 Aecom shares in Q1 2022, an estimated $27K.
  • Stonebridge Financial Planning Group first reported a position in Aecom in Q2 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Aecom position peaked at $27K in Q4 2021.
  • 387 funds tracked by Wall St. Rank held Aecom as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.