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TriaGen Wealth Management’s Acuity Brands AYI Stock Holding History

TriaGen Wealth Management’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
2022
Q1 		– Sell
-1,950
Closed -$413K – 168
2021
Q4 		$413K Buy
1,950
+18
+0.9% +$3.72K 0.2% 115
2021
Q3 		$335K Hold
1,932
– – 0.18% 132
2021
Q2 		$339K Buy
+1,932
New +$351K 0.17% 133

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TriaGen Wealth Management's AYI Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Acuity Brands (AYI) in Q1 2022, closing a stake of 1,950 shares — an estimated $413K sold.

TriaGen Wealth Management first reported a position in AYI in Q2 2021 and held it in 3 quarters. The position peaked at $413K in Q4 2021. 392 funds tracked by Wall St. Rank hold AYI as of Q1 2022.

  • TriaGen Wealth Management reported no remaining Acuity Brands position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,950 Acuity Brands shares in Q1 2022, an estimated $413K.
  • TriaGen Wealth Management first reported a position in Acuity Brands in Q2 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Acuity Brands position peaked at $413K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.