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Strategic Wealth Management’s Aecom ACM Stock Holding History

Strategic Wealth Management’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
Q4 		$1.31M Buy
16,925
+1,200
+8% +$84.3K 0.65% 52
2021
Q3 		$993K Buy
15,725
+1,091
+7% +$69.5K 0.52% 52
2021
Q2 		$927K Sell
14,634
-2,813
-16% -$184K 0.5% 53
2021
Q1 		$1.12M Hold
17,447
– – 0.67% 43
2020
Q4 		$869K Hold
17,447
– – 0.53% 48
2020
Q3 		$730K Sell
17,447
-6,553
-27% -$250K 0.55% 47
2020
Q2 		$902K Buy
+24,000
New +$860K 0.83% 28

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Management's ACM Position: Q4 2021 in Review

Strategic Wealth Management increased its Aecom (ACM) stake by 7.6% in Q4 2021, buying an estimated $84.3K and bringing the position to 16,925 shares worth $1.31M. The position accounts for 0.65% of the portfolio, ranked #52.

Strategic Wealth Management first reported a position in ACM in Q2 2020 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold ACM as of Q4 2021.

  • Strategic Wealth Management held 16,925 shares of Aecom worth $1.31M as of Q4 2021.
  • Strategic Wealth Management bought 1,200 Aecom shares in Q4 2021, an estimated $84.3K.
  • Aecom made up 0.65% of Strategic Wealth Management's portfolio in Q4 2021, its #52 holding.
  • Strategic Wealth Management first reported a position in Aecom in Q2 2020 and has held it in 7 quarters since.
  • 370 funds tracked by Wall St. Rank held Aecom as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.