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WAM
Wealthspire Advisors (Maryland)’s
Aecom
ACM
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
ACM Stock Details
ACM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-3,184
Closed
-$94K
–
476
2019
Q1
$94K
Buy
3,184
+35
+1%
+$1.05K
0.01%
660
2018
Q4
$83K
Sell
3,149
-1,784
-36%
-$54.3K
0.01%
666
2018
Q3
$161K
Sell
4,933
-12
-0.2%
-$396
0.01%
516
2018
Q2
$163K
Sell
4,945
-888
-15%
-$30.5K
0.01%
520
2018
Q1
$208K
Sell
5,833
-277
-5%
-$10.2K
0.02%
456
2017
Q4
$227K
Sell
6,110
-1,727
-22%
-$62.8K
0.02%
437
2017
Q3
$288K
Buy
7,837
+619
+9%
+$20.3K
0.03%
370
2017
Q2
$233K
Sell
7,218
-21
-0.3%
-$696
0.03%
401
2017
Q1
$258K
Buy
7,239
+133
+2%
+$4.86K
0.04%
322
2016
Q4
$258K
Buy
7,106
+480
+7%
+$15.9K
0.04%
310
2016
Q3
$197K
Sell
6,626
-1,155
-15%
-$37.2K
0.03%
388
2016
Q2
$247K
Hold
7,781
–
–
0.04%
311
2016
Q1
$240K
Buy
7,781
+3,020
+63%
+$83.8K
0.04%
305
2015
Q4
$143K
Buy
+4,761
New
+$143K
0.03%
447
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$127B AUM
44.11%
1-Year Est. Return
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
LM
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$166M AUM
75.95%
1-Year Est. Return
LAM
Lyrical Asset Management
New York
$6.56B AUM
20.06%
1-Year Est. Return
SV
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New York
$4.57B AUM
4.97%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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