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Altavista Wealth Management’s Ingles Markets IMKTA Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$263K Hold
3,050
– – 0.05% 168
2021
Q3 		$201K Buy
+3,050
New +$193K 0.04% 182

Other funds holding IMKTA

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altavista Wealth Management's IMKTA Position: Q4 2021 in Review

Altavista Wealth Management held its Ingles Markets (IMKTA) position steady in Q4 2021 at 3,050 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #168.

Altavista Wealth Management first reported a position in IMKTA in Q3 2021 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold IMKTA as of Q4 2021.

  • Altavista Wealth Management held 3,050 shares of Ingles Markets worth $263K as of Q4 2021.
  • Altavista Wealth Management left its Ingles Markets share count unchanged in Q4 2021.
  • Ingles Markets made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #168 holding.
  • Altavista Wealth Management first reported a position in Ingles Markets in Q3 2021 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.