WLPWM
AYI icon

Walled Lake Planning & Wealth Management’s Acuity Brands AYI Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-107
Closed -$18K – 122
2021
Q3 		$18K Hold
107
– – 0.01% 225
2021
Q2 		$20K Hold
107
– – 0.01% 205
2021
Q1 		$18K Buy
107
+1
+0.9% +$128 0.01% 202
2020
Q4 		$13K Hold
106
– – 0.01% 203
2020
Q3 		$11K Hold
106
– – 0.01% 208
2020
Q2 		$10K Hold
106
– – 0.01% 196
2020
Q1 		$9K Buy
+106
New +$11.6K 0.01% 192

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Walled Lake Planning & Wealth Management's AYI Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Acuity Brands (AYI) in Q4 2021, closing a stake of 107 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in AYI in Q1 2020 and held it in 7 quarters. The position peaked at $20K in Q2 2021. 402 funds tracked by Wall St. Rank hold AYI as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Acuity Brands position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 107 Acuity Brands shares in Q4 2021, an estimated $18K.
  • Walled Lake Planning & Wealth Management first reported a position in Acuity Brands in Q1 2020 and held it in 7 quarters.
  • Walled Lake Planning & Wealth Management's Acuity Brands position peaked at $20K in Q2 2021.
  • 402 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.