Wealthcare Advisory Partners’s Acuity Brands AYI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-48	Closed	-$8K	–	659
2021 Q1	$8K	Buy	+48	New	+$6.12K	﹤0.01%	1513
2020 Q2	–	Sell	-96	Closed	-$8K	–	397
2020 Q1	$8K	Sell	96 -68	-41%	-$7.46K	﹤0.01%	967
2019 Q4	$23K	Sell	164 -48	-23%	-$6.17K	﹤0.01%	723
2019 Q3	$29K	Sell	212 -35	-14%	-$4.56K	﹤0.01%	656
2019 Q2	$34K	Buy	+247	New	+$34K	0.01%	591
2018 Q1	–	Sell	-2	Closed	–	–	1082
2017 Q4	$0	Buy	+2	New	+$333	﹤0.01%	1077

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wealthcare Advisory Partners's AYI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Acuity Brands (AYI) in Q2 2021, closing a stake of 48 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in AYI in Q4 2017 and held it in 6 quarters. The position peaked at $34K in Q2 2019. 368 funds tracked by Wall St. Rank hold AYI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Acuity Brands position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 48 Acuity Brands shares in Q2 2021, an estimated $8K.
Wealthcare Advisory Partners first reported a position in Acuity Brands in Q4 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's Acuity Brands position peaked at $34K in Q2 2019.
368 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.