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YorkBridge Wealth Partners’s Aecom ACM Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		– Sell
-4,543
Closed -$311K – 257
2022
Q3 		$311K Sell
4,543
-2,124
-32% -$151K 0.08% 187
2022
Q2 		$435K Sell
6,667
-1,857
-22% -$130K 0.11% 137
2022
Q1 		$655K Buy
8,524
+1,888
+28% +$139K 0.14% 116
2021
Q4 		$513K Buy
+6,636
New +$466K 0.12% 135

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

YorkBridge Wealth Partners's ACM Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Aecom (ACM) in Q4 2022, closing a stake of 4,543 shares — an estimated $311K sold.

YorkBridge Wealth Partners first reported a position in ACM in Q4 2021 and held it in 4 quarters. The position peaked at $655K in Q1 2022. 411 funds tracked by Wall St. Rank hold ACM as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Aecom position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,543 Aecom shares in Q4 2022, an estimated $311K.
  • YorkBridge Wealth Partners first reported a position in Aecom in Q4 2021 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Aecom position peaked at $655K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Aecom as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.