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Strategic Wealth Partners’s Aecom ACM Stock Holding History

Strategic Wealth Partners’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
2025
Q3 		– Sell
-520
Closed -$58.7K – 1319
2025
Q2 		$58.7K Buy
+520
New +$54K ﹤0.01% 470
2019
Q3 		– Sell
-375
Closed -$14K – 721
2019
Q2 		$14K Sell
375
-335
-47% -$11.1K 0.01% 444
2019
Q1 		$21K Buy
+710
New +$21.2K 0.01% 342
2018
Q2 		– Sell
-649
Closed -$23K – 741
2018
Q1 		$23K Hold
649
– – 0.01% 330
2017
Q4 		$24K Buy
+649
New +$23.6K 0.01% 301

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BlackRock
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Vanguard Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return