AWM
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Able Wealth Management’s Macy's M Stock Holding History

Able Wealth Management’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,951
Closed -$203K – 98
2024
Q3 		$203K Buy
+12,951
New +$210K 0.15% 88
2024
Q1 		– Sell
-1,159
Closed -$23.3K – 367
2023
Q4 		$23.3K Buy
+1,159
New +$16.8K 0.02% 188

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Able Wealth Management's M Position: Q4 2024 in Review

Able Wealth Management sold out of Macy's (M) in Q4 2024, closing a stake of 12,951 shares — an estimated $203K sold.

Able Wealth Management first reported a position in M in Q4 2023 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 414 funds tracked by Wall St. Rank hold M as of Q4 2024.

  • Able Wealth Management reported no remaining Macy's position as of Q4 2024 after selling out during the quarter.
  • Able Wealth Management sold 12,951 Macy's shares in Q4 2024, an estimated $203K.
  • Able Wealth Management first reported a position in Macy's in Q4 2023 and held it in 2 quarters.
  • Able Wealth Management's Macy's position peaked at $203K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Macy's as of Q4 2024.

Based on Able Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.