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Wealthspire Advisors (Maryland)’s Aecom ACM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,184
Closed -$94K – 475
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

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Aecom (ACM) in Q2 2019, closing a stake of 3,184 shares — an estimated $94K sold.

Wealthspire Advisors (Maryland) first reported a position in ACM in Q4 2015 and held it in 14 quarters. The position peaked at $288K in Q3 2017. 273 funds tracked by Wall St. Rank hold ACM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Aecom position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,184 Aecom shares in Q2 2019, an estimated $94K.
  • Wealthspire Advisors (Maryland) first reported a position in Aecom in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Aecom position peaked at $288K in Q3 2017.
  • 273 funds tracked by Wall St. Rank held Aecom as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.