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Atria Wealth Solutions’s Macy's M Stock Holding History

Atria Wealth Solutions’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
-10,349
Closed -$210K – 2024
2023
Q4 		$210K Buy
+10,349
New +$150K ﹤0.01% 1744
2023
Q1 		– Sell
-10,204
Closed -$212K – 1920
2022
Q4 		$212K Buy
10,204
+22
+0.2% +$450 ﹤0.01% 1576
2022
Q3 		$161K Buy
+10,182
New +$180K ﹤0.01% 1585

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

Atria Wealth Solutions's M Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Macy's (M) in Q1 2024, closing a stake of 10,349 shares — an estimated $210K sold.

Atria Wealth Solutions first reported a position in M in Q3 2022 and held it in 3 quarters. The position peaked at $212K in Q4 2022. 424 funds tracked by Wall St. Rank hold M as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Macy's position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,349 Macy's shares in Q1 2024, an estimated $210K.
  • Atria Wealth Solutions first reported a position in Macy's in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Macy's position peaked at $212K in Q4 2022.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.