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TFO Wealth Partners’s Acuity Brands AYI Stock Holding History

TFO Wealth Partners’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
-1
Closed -$269 – 126
2024
Q1 		$269 Hold
1
– – ﹤0.01% 424
2023
Q4 		$205 Hold
1
– – ﹤0.01% 634
2023
Q3 		$163 Hold
1
– – ﹤0.01% 897
2023
Q2 		$163 Hold
1
– – ﹤0.01% 565
2023
Q1 		$183 Sell
1
-89
-99% -$16.4K ﹤0.01% 497
2022
Q4 		$1.69K Buy
+90
New +$16K ﹤0.01% 281
2022
Q3 		– Sell
-32
Closed -$5K – 169
2022
Q2 		$5K Buy
+32
New +$5.43K ﹤0.01% 206

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's AYI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Acuity Brands (AYI) in Q2 2024, closing a stake of 1 share — an estimated $269 sold.

TFO Wealth Partners first reported a position in AYI in Q2 2022 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 482 funds tracked by Wall St. Rank hold AYI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Acuity Brands position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Acuity Brands share in Q2 2024, an estimated $269.
  • TFO Wealth Partners first reported a position in Acuity Brands in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Acuity Brands position peaked at $5K in Q2 2022.
  • 482 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.