Arkadios Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

Arkadios Wealth Advisors’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	–	Sell	-173	Closed	-$11K	–	1156
2021 Q3	$11K	Buy	173 +1	+0.6%	+$63	﹤0.01%	1412
2021 Q2	$10K	Hold	172	–	–	﹤0.01%	1532
2021 Q1	$10K	Buy	+172	New	+$9K	﹤0.01%	1190

Other funds holding IMKTA

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

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

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's IMKTA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ingles Markets (IMKTA) in Q4 2021, closing a stake of 173 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in IMKTA in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 187 funds tracked by Wall St. Rank hold IMKTA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Ingles Markets position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 173 Ingles Markets shares in Q4 2021, an estimated $11K.
Arkadios Wealth Advisors first reported a position in Ingles Markets in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Ingles Markets position peaked at $11K in Q3 2021.
187 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.