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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 – 599
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Acuity Brands (AYI) in Q2 2019, closing a stake of 84 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in AYI in Q4 2015 and held it in 14 quarters. The position peaked at $114K in Q3 2016. 399 funds tracked by Wall St. Rank hold AYI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Acuity Brands position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 84 Acuity Brands shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Acuity Brands in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Acuity Brands position peaked at $114K in Q3 2016.
  • 399 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2019.

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