Wealthcare Advisory Partners’s Aecom ACM Stock Holding History

Wealthcare Advisory Partners’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,674	Closed	-$225K	–	718
2023 Q1	$225K	Buy	2,674 +302	+13%	+$26K	0.01%	659
2022 Q4	$201K	Buy	+2,372	New	+$186K	0.01%	656
2021 Q2	–	Sell	-45	Closed	-$3K	–	562
2021 Q1	$3K	Buy	+45	New	+$2.56K	﹤0.01%	1758

Other funds holding ACM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wealthcare Advisory Partners's ACM Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of Aecom (ACM) in Q2 2023, closing a stake of 2,674 shares — an estimated $225K sold.

Wealthcare Advisory Partners first reported a position in ACM in Q1 2021 and held it in 3 quarters. The position peaked at $225K in Q1 2023. 452 funds tracked by Wall St. Rank hold ACM as of Q2 2023.

Wealthcare Advisory Partners reported no remaining Aecom position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,674 Aecom shares in Q2 2023, an estimated $225K.
Wealthcare Advisory Partners first reported a position in Aecom in Q1 2021 and held it in 3 quarters.
Wealthcare Advisory Partners's Aecom position peaked at $225K in Q1 2023.
452 funds tracked by Wall St. Rank held Aecom as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.