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WAM
Wealthspire Advisors (Maryland)’s
Acuity Brands
AYI
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-84
Closed
-$10K
–
604
2019
Q1
$10K
Buy
84
+59
+236%
+$7.34K
﹤0.01%
1517
2018
Q4
$3K
Sell
25
-48
-66%
-$5.93K
﹤0.01%
1912
2018
Q3
$11K
Sell
73
-6
-8%
-$861
﹤0.01%
1477
2018
Q2
$9K
Sell
79
-305
-79%
-$37.2K
﹤0.01%
1572
2018
Q1
$53K
Buy
384
+8
+2%
+$1.23K
0.01%
953
2017
Q4
$66K
Sell
376
-50
-12%
-$8.32K
0.01%
889
2017
Q3
$73K
Sell
426
-31
-7%
-$5.78K
0.01%
825
2017
Q2
$93K
Buy
457
+42
+10%
+$7.42K
0.01%
718
2017
Q1
$85K
Sell
415
-40
-9%
-$8.45K
0.01%
655
2016
Q4
$105K
Buy
455
+24
+6%
+$5.82K
0.02%
563
2016
Q3
$114K
Buy
431
+76
+21%
+$20.2K
0.02%
535
2016
Q2
$88K
Buy
355
+7
+2%
+$1.75K
0.01%
556
2016
Q1
$76K
Buy
348
+76
+28%
+$15.7K
0.01%
594
2015
Q4
$64K
Buy
+272
New
+$59K
0.01%
646
Other funds holding AYI
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
GIM
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London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
ACM
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$22.5B AUM
9.67%
1-Year Est. Return
IVA
International Value Advisers
$615M AUM
6.37%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
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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