Advisornet Financial’s Weis Markets WMK Stock Holding History

Advisornet Financial’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 Q2	–	Sell	-2	Closed	-$169	–	2512
2023 Q1	$169	Buy	2 +1	+100%	+$84	﹤0.01%	2272
2022 Q4	$82	Buy	+1	New	+$84	﹤0.01%	2309

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

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

Advisornet Financial's WMK Position: Q2 2023 in Review

Advisornet Financial sold out of Weis Markets (WMK) in Q2 2023, closing a stake of 2 shares — an estimated $169 sold.

Advisornet Financial first reported a position in WMK in Q4 2022 and held it in 2 quarters. The position peaked at $169 in Q1 2023. 151 funds tracked by Wall St. Rank hold WMK as of Q2 2023.

Advisornet Financial reported no remaining Weis Markets position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 2 Weis Markets shares in Q2 2023, an estimated $169.
Advisornet Financial first reported a position in Weis Markets in Q4 2022 and held it in 2 quarters.
Advisornet Financial's Weis Markets position peaked at $169 in Q1 2023.
151 funds tracked by Wall St. Rank held Weis Markets as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.