AFAS
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Acorn Financial Advisory Services’s Macy's M Stock Holding History

Acorn Financial Advisory Services’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
2020
Q1 		– Sell
-30,288
Closed -$515K – 171
2019
Q4 		$515K Buy
+30,288
New +$474K 0.43% 78

Other funds holding M

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acorn Financial Advisory Services's M Position: Q1 2020 in Review

Acorn Financial Advisory Services sold out of Macy's (M) in Q1 2020, closing a stake of 30,288 shares — an estimated $515K sold.

Acorn Financial Advisory Services first reported a position in M in Q4 2019 and held it in 1 quarter. The position peaked at $515K in Q4 2019. 431 funds tracked by Wall St. Rank hold M as of Q1 2020.

  • Acorn Financial Advisory Services reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 30,288 Macy's shares in Q1 2020, an estimated $515K.
  • Acorn Financial Advisory Services first reported a position in Macy's in Q4 2019 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Macy's position peaked at $515K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2020, filed 15 Apr 2020.