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SYSTM Wealth Solutions’s Acuity Brands AYI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-5,155
Closed -$1.39M – 689
2024
Q1 		$1.39M Sell
5,155
-252
-5% -$61K 0.18% 162
2023
Q4 		$1.11M Buy
5,407
+53
+1% +$9.57K 0.15% 181
2023
Q3 		$912K Buy
5,354
+2,121
+66% +$346K 0.14% 192
2023
Q2 		$527K Sell
3,233
-16
-0.5% -$2.56K 0.07% 305
2023
Q1 		$594K Buy
+3,249
New +$600K 0.09% 276

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's AYI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Acuity Brands (AYI) in Q2 2024, closing a stake of 5,155 shares — an estimated $1.39M sold.

SYSTM Wealth Solutions first reported a position in AYI in Q1 2023 and held it in 5 quarters. The position peaked at $1.39M in Q1 2024. 481 funds tracked by Wall St. Rank hold AYI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Acuity Brands position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,155 Acuity Brands shares in Q2 2024, an estimated $1.39M.
  • SYSTM Wealth Solutions first reported a position in Acuity Brands in Q1 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Acuity Brands position peaked at $1.39M in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.