SWA
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Sutton Wealth Advisors’s Aecom ACM Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-11
Closed -$934 – 814
2022
Q4 		$934 Buy
11
+3
+38% +$236 ﹤0.01% 1346
2022
Q3 		$547 Sell
8
-10
-56% -$709 ﹤0.01% 1454
2022
Q2 		$1.17K Buy
18
+3
+20% +$210 ﹤0.01% 1249
2022
Q1 		$1.15K Hold
15
– – ﹤0.01% 1307
2021
Q4 		$1.16K Buy
+15
New +$1.05K ﹤0.01% 1295

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return