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True Wealth Design’s Acuity Brands AYI Stock Holding History

True Wealth Design’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
2026
Q1 		$23.5K Sell
84
-28
-25% -$8.51K 0.01% 656
2025
Q4 		$40.3K Buy
112
+6
+6% +$2.17K 0.01% 395
2025
Q3 		$36.5K Buy
106
+104
+5,200% +$33.2K 0.01% 411
2025
Q2 		$597 Sell
2
-13
-87% -$3.37K ﹤0.01% 1674
2025
Q1 		$3.95K Sell
15
-129
-90% -$39K ﹤0.01% 760
2024
Q4 		$42.1K Buy
+144
New +$45K 0.02% 197
2024
Q2 		– Sell
-3,630
Closed -$975K – 782
2024
Q1 		$975K Sell
3,630
-719
-17% -$174K 0.24% 39
2023
Q4 		$891K Sell
4,349
-188
-4% -$34K 0.25% 42
2023
Q3 		$773K Buy
4,537
+173
+4% +$28.2K 0.26% 68
2023
Q2 		$712K Buy
4,364
+173
+4% +$27.6K 0.26% 92
2023
Q1 		$766K Buy
4,191
+49
+1% +$9.04K 0.32% 76
2022
Q4 		$686K Buy
+4,142
New +$735K 0.32% 90

Other funds holding AYI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return