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Valeo Financial Advisors’s Acuity Brands AYI Stock Holding History

Valeo Financial Advisors’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
2020
Q2 		– Sell
-10
Closed -$1K – 2029
2020
Q1 		$1K Sell
10
-70
-88% -$7.68K ﹤0.01% 1622
2019
Q4 		$11K Hold
80
– – ﹤0.01% 1074
2019
Q3 		$11K Sell
80
-2
-2% -$261 ﹤0.01% 994
2019
Q2 		$11K Sell
82
-21
-20% -$2.89K ﹤0.01% 989
2019
Q1 		$12K Buy
103
+6
+6% +$747 ﹤0.01% 916
2018
Q4 		$11K Buy
97
+65
+203% +$8.03K ﹤0.01% 851
2018
Q3 		$4K Sell
32
-207
-87% -$29.7K ﹤0.01% 1251
2018
Q2 		$32K Buy
239
+232
+3,314% +$28.3K ﹤0.01% 638
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1405
2017
Q4 		$1K Hold
7
– – ﹤0.01% 1252
2017
Q3 		$1K Buy
+7
New +$1.3K ﹤0.01% 1074

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return