SWA
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Sutton Wealth Advisors’s Acuity Brands AYI Stock Holding History

Sutton Wealth Advisors’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$497 – 878
2022
Q4 		$497 Buy
3
+2
+200% +$355 ﹤0.01% 1492
2022
Q3 		$157 Sell
1
-2
-67% -$338 ﹤0.01% 1567
2022
Q2 		$462 Buy
3
+2
+200% +$339 ﹤0.01% 1477
2022
Q1 		$189 Sell
1
-3
-75% -$576 ﹤0.01% 1575
2021
Q4 		$847 Buy
+4
New +$827 ﹤0.01% 1369
2018
Q2 		– Sell
-98
Closed -$13.6K – 1131
2018
Q1 		$13.6K Buy
98
+87
+791% +$13.4K 0.01% 708
2017
Q4 		$1.94K Hold
11
– – ﹤0.01% 968
2017
Q3 		$1.88K Buy
+11
New +$2.05K ﹤0.01% 956

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return