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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sutton Wealth Advisors's AYI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Acuity Brands (AYI) in Q1 2023, closing a stake of 3 shares — an estimated $497 sold.

Sutton Wealth Advisors first reported a position in AYI in Q3 2017 and held it in 8 quarters. The position peaked at $13.6K in Q1 2018. 408 funds tracked by Wall St. Rank hold AYI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Acuity Brands position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Acuity Brands shares in Q1 2023, an estimated $497.
  • Sutton Wealth Advisors first reported a position in Acuity Brands in Q3 2017 and held it in 8 quarters.
  • Sutton Wealth Advisors's Acuity Brands position peaked at $13.6K in Q1 2018.
  • 408 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.