West Coast Financial’s Acuity Brands AYI Stock Holding History

West Coast Financial’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
2022 Q2	–	Sell	-29,265	Closed	-$5.54M	–	130
2022 Q1	$5.54M	Buy	29,265 +343	+1%	+$65.9K	0.85%	46
2021 Q4	$6.12M	Buy	28,922 +194	+0.7%	+$40.1K	0.88%	45
2021 Q3	$4.98M	Buy	28,728 +149	+0.5%	+$26.1K	0.8%	44
2021 Q2	$5.34M	Sell	28,579 -359	-1%	-$65.2K	0.87%	43
2021 Q1	$4.78M	Sell	28,938 -325	-1%	-$41.4K	0.83%	44
2020 Q4	$3.54M	Sell	29,263 -25,384	-46%	-$2.72M	0.68%	45
2020 Q3	$5.59M	Sell	54,647 -941	-2%	-$96.7K	1.26%	28
2020 Q2	$5.32M	Buy	55,588 +937	+2%	+$82.4K	1.3%	29
2020 Q1	$4.68M	Buy	54,651 +957	+2%	+$105K	1.25%	34
2019 Q4	$7.41M	Sell	53,694 -127	-0.2%	-$16.3K	1.58%	25
2019 Q3	$7.25M	Sell	53,821 -394	-0.7%	-$51.3K	1.64%	23
2019 Q2	$7.48M	Buy	54,215 +2,416	+5%	+$332K	1.71%	22
2019 Q1	$6.22M	Buy	51,799 +8,133	+19%	+$1.01M	1.47%	23
2018 Q4	$5.02M	Buy	43,666 +15,200	+53%	+$1.88M	1.42%	24
2018 Q3	$4.47M	Buy	28,466 +956	+3%	+$137K	1.03%	34
2018 Q2	$3.19M	Buy	+27,510	New	+$3.35M	0.88%	41

Other funds holding AYI

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return