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WR Wealth Planners’s Acuity Brands AYI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.17K Hold
4
– – ﹤0.01% 915
2024
Q3 		$1.1K Hold
4
– – ﹤0.01% 965
2024
Q2 		$966 Buy
4
+1
+33% +$256 ﹤0.01% 958
2024
Q1 		$806 Buy
+3
New +$727 ﹤0.01% 991

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WR Wealth Planners held its Acuity Brands (AYI) position steady in Q4 2024 at 4 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

WR Wealth Planners first reported a position in AYI in Q1 2024 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

  • WR Wealth Planners held 4 shares of Acuity Brands worth $1.17K as of Q4 2024.
  • WR Wealth Planners left its Acuity Brands share count unchanged in Q4 2024.
  • Acuity Brands made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #915 holding.
  • WR Wealth Planners first reported a position in Acuity Brands in Q1 2024 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

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