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Wingate Wealth Advisors’s Aecom ACM Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-480
Closed -$51.3K – 99
2024
Q4 		$51.3K Buy
+480
New +$52.4K 0.05% 220

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's ACM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Aecom (ACM) in Q1 2025, closing a stake of 480 shares — an estimated $51.3K sold.

Wingate Wealth Advisors first reported a position in ACM in Q4 2024 and held it in 1 quarter. The position peaked at $51.3K in Q4 2024. 569 funds tracked by Wall St. Rank hold ACM as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Aecom position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 480 Aecom shares in Q1 2025, an estimated $51.3K.
  • Wingate Wealth Advisors first reported a position in Aecom in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Aecom position peaked at $51.3K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Aecom as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.