Advisornet Financial’s Ingles Markets IMKTA Stock Holding History

Advisornet Financial’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-45	Closed	-$3.36K	–	2102
2024 Q3	$3.36K	Hold	45	–	–	﹤0.01%	1661
2024 Q2	$3.09K	Sell	45 -80	-64%	-$5.79K	﹤0.01%	1550
2024 Q1	$9.59K	Hold	125	–	–	﹤0.01%	1299
2023 Q4	$10.8K	Sell	125 -80	-39%	-$6.51K	﹤0.01%	1293
2023 Q3	$15.5K	Buy	205 +30	+17%	+$2.42K	﹤0.01%	1115
2023 Q2	$14.5K	Sell	175 -1	-0.6%	-$86	﹤0.01%	1222
2023 Q1	$15.6K	Buy	176 +31	+21%	+$2.88K	﹤0.01%	1161
2022 Q4	$14K	Hold	145	–	–	﹤0.01%	1194
2022 Q3	$11K	Sell	145 -545	-79%	-$49.6K	﹤0.01%	1308
2022 Q2	$60K	Hold	690	–	–	0.01%	815
2022 Q1	$61K	Buy	690 +400	+138%	+$34K	﹤0.01%	899
2021 Q4	$25K	Hold	290	–	–	﹤0.01%	1230
2021 Q3	$19K	Buy	+290	New	+$18.4K	﹤0.01%	1264

Other funds holding IMKTA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Geode Capital Management

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