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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 – 2026
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valeo Financial Advisors's AYI Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Acuity Brands (AYI) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in AYI in Q3 2017 and held it in 11 quarters. The position peaked at $32K in Q2 2018. 340 funds tracked by Wall St. Rank hold AYI as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Acuity Brands position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 10 Acuity Brands shares in Q2 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Acuity Brands in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's Acuity Brands position peaked at $32K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.