AI
WFM

Atria Investments’s Whole Foods Market Inc WFM Stock Holding History

Atria Investments’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,002
Closed -$335K – 586
2016
Q2 		$335K Buy
+10,002
New +$311K 0.04% 344
2015
Q3 		– Sell
-5,442
Closed -$215K – 421
2015
Q2 		$215K Sell
5,442
-947
-15% -$42.4K 0.03% 368
2015
Q1 		$333K Sell
6,389
-600
-9% -$32.2K 0.04% 305
2014
Q4 		$352K Sell
6,989
-740
-10% -$32.6K 0.04% 307
2014
Q3 		$295K Buy
7,729
+206
+3% +$7.87K 0.03% 366
2014
Q2 		$291K Buy
7,523
+671
+10% +$29.2K 0.03% 345
2014
Q1 		$347K Buy
6,852
+2,011
+42% +$107K 0.04% 338
2013
Q4 		$280K Buy
4,841
+435
+10% +$25.8K 0.03% 389
2013
Q3 		$258K Buy
4,406
+352
+9% +$19.4K 0.03% 392
2013
Q2 		$209K Buy
+4,054
New +$196K 0.03% 378

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $761B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return