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Wipfli Financial Advisors’s Acuity Brands AYI Stock Holding History

Wipfli Financial Advisors’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
Q3 		$55K Buy
+351
New +$59.4K ﹤0.01% 1024

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's AYI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Acuity Brands (AYI) in Q3 2022: 351 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

361 funds tracked by Wall St. Rank hold AYI as of Q3 2022.

  • Wipfli Financial Advisors held 351 shares of Acuity Brands worth $55K as of Q3 2022.
  • Acuity Brands was a new Wipfli Financial Advisors position in Q3 2022.
  • Acuity Brands made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1024 holding.
  • 361 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.