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Avior Wealth Management’s Ingles Markets IMKTA Stock Holding History

Avior 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
2025
Q1 		– Sell
-367
Closed -$23.7K – 1510
2024
Q4 		$23.7K Buy
+367
New +$24.7K ﹤0.01% 1376
2024
Q2 		– Sell
-2
Closed -$153 – 2963
2024
Q1 		$153 Buy
+2
New +$160 ﹤0.01% 2994

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Avior Wealth Management's IMKTA Position: Q1 2025 in Review

Avior Wealth Management sold out of Ingles Markets (IMKTA) in Q1 2025, closing a stake of 367 shares — an estimated $23.7K sold.

Avior Wealth Management first reported a position in IMKTA in Q1 2024 and held it in 2 quarters. The position peaked at $23.7K in Q4 2024. 203 funds tracked by Wall St. Rank hold IMKTA as of Q1 2025.

  • Avior Wealth Management reported no remaining Ingles Markets position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 367 Ingles Markets shares in Q1 2025, an estimated $23.7K.
  • Avior Wealth Management first reported a position in Ingles Markets in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Ingles Markets position peaked at $23.7K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.