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WR Wealth Planners’s Aecom ACM Stock Holding History

WR Wealth Planners’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
2024
Q4 		$580K Sell
5,431
-647
-11% -$70.6K 0.19% 81
2024
Q3 		$628K Buy
+6,078
New +$571K 0.17% 91

Other funds holding ACM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WR Wealth Planners's ACM Position: Q4 2024 in Review

WR Wealth Planners reduced its Aecom (ACM) stake by 11% in Q4 2024, selling an estimated $70.6K and leaving 5,431 shares worth $580K. The position accounts for 0.19% of the portfolio, ranked #81.

WR Wealth Planners first reported a position in ACM in Q3 2024 and has held it in 2 quarters since. The position peaked at $628K in Q3 2024. 567 funds tracked by Wall St. Rank hold ACM as of Q4 2024.

  • WR Wealth Planners held 5,431 shares of Aecom worth $580K as of Q4 2024.
  • WR Wealth Planners sold 647 Aecom shares in Q4 2024, an estimated $70.6K.
  • Aecom made up 0.19% of WR Wealth Planners's portfolio in Q4 2024, its #81 holding.
  • WR Wealth Planners first reported a position in Aecom in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Aecom position peaked at $628K in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Aecom as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.