Summit Wealth Group’s Aecom ACM Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-18	Closed	-$1K	–	46
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	175
2021 Q1	$1K	Buy	+18	New	+$1.02K	﹤0.01%	156

Other funds holding ACM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth Group's ACM Position: Q3 2021 in Review

Summit Wealth Group sold out of Aecom (ACM) in Q3 2021, closing a stake of 18 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in ACM in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 355 funds tracked by Wall St. Rank hold ACM as of Q3 2021.

Summit Wealth Group reported no remaining Aecom position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 18 Aecom shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in Aecom in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Aecom position peaked at $1K in Q2 2021.
355 funds tracked by Wall St. Rank held Aecom as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.