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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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return