Accurate Wealth Management’s Weis Markets WMK Stock Holding History

Accurate Wealth Management’s Portfolio WMK Stock Details WMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-63	Closed	-$5.36K	–	1467
2022 Q4	$5.36K	Buy	+63	New	+$5.32K	﹤0.01%	1005

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's WMK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Weis Markets (WMK) in Q1 2023, closing a stake of 63 shares — an estimated $5.36K sold.

Accurate Wealth Management first reported a position in WMK in Q4 2022 and held it in 1 quarter. The position peaked at $5.36K in Q4 2022. 150 funds tracked by Wall St. Rank hold WMK as of Q1 2023.

Accurate Wealth Management reported no remaining Weis Markets position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 63 Weis Markets shares in Q1 2023, an estimated $5.36K.
Accurate Wealth Management first reported a position in Weis Markets in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Weis Markets position peaked at $5.36K in Q4 2022.
150 funds tracked by Wall St. Rank held Weis Markets as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.