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TriaGen Wealth Management’s Aecom ACM Stock Holding History

TriaGen Wealth Management’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
2022
Q2 		– Sell
-25,294
Closed -$1.94M – 155
2022
Q1 		$1.94M Sell
25,294
-3,073
-11% -$226K 1.01% 34
2021
Q4 		$2.19M Hold
28,367
– – 1.08% 24
2021
Q3 		$1.79M Hold
28,367
– – 0.97% 31
2021
Q2 		$1.79M Sell
28,367
-211
-0.7% -$13.8K 0.92% 32
2021
Q1 		$1.83M Buy
28,578
+1
+0% +$57 1.05% 31
2020
Q4 		$1.42M Buy
+28,577
New +$1.37M 0.83% 43

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TriaGen Wealth Management's ACM Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Aecom (ACM) in Q2 2022, closing a stake of 25,294 shares — an estimated $1.94M sold.

TriaGen Wealth Management first reported a position in ACM in Q4 2020 and held it in 6 quarters. The position peaked at $2.19M in Q4 2021. 364 funds tracked by Wall St. Rank hold ACM as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Aecom position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 25,294 Aecom shares in Q2 2022, an estimated $1.94M.
  • TriaGen Wealth Management first reported a position in Aecom in Q4 2020 and held it in 6 quarters.
  • TriaGen Wealth Management's Aecom position peaked at $2.19M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held Aecom as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.