AWM
M icon

AE Wealth Management’s Macy's M Stock Holding History

AE 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
Q1 		– Sell
-24,479
Closed -$463K – 1644
2023
Q4 		$463K Buy
+24,479
New +$354K ﹤0.01% 1477
2023
Q3 		– Sell
-23,916
Closed -$384K – 2025
2023
Q2 		$384K Buy
23,916
+7,590
+46% +$121K ﹤0.01% 1510
2023
Q1 		$286K Sell
16,326
-22,347
-58% -$473K ﹤0.01% 1577
2022
Q4 		$799K Sell
38,673
-1,167
-3% -$23.9K 0.01% 1084
2022
Q3 		$624K Buy
+39,840
New +$706K ﹤0.01% 1132
2021
Q4 		– Sell
-30,785
Closed -$696K – 1746
2021
Q3 		$696K Buy
+30,785
New +$616K 0.01% 1008
2018
Q2 		– Sell
-35,063
Closed -$1.04M – 487
2018
Q1 		$1.04M Sell
35,063
-9,021
-20% -$244K 0.08% 157
2017
Q4 		$1.11M Buy
44,084
+417
+1% +$9.15K 0.1% 148
2017
Q3 		$953K Buy
+43,667
New +$960K 0.09% 156

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return