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B. Riley Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-3,508
Closed -$311K – 1591
2023
Q1 		$311K Sell
3,508
-45
-1% -$4.17K 0.01% 1049
2022
Q4 		$343K Sell
3,553
-9
-0.3% -$845 0.01% 970
2022
Q3 		$283K Sell
3,562
-4
-0.1% -$364 0.01% 1035
2022
Q2 		$310K Hold
3,566
– – 0.01% 865
2022
Q1 		$318K Buy
+3,566
New +$303K 0.01% 982
2015
Q1 		– Sell
-131
Closed -$5K – 1248
2014
Q4 		$5K Buy
+131
New +$3.69K ﹤0.01% 3153

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's IMKTA Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 3,508 shares — an estimated $311K sold.

B. Riley Wealth Advisors first reported a position in IMKTA in Q4 2014 and held it in 6 quarters. The position peaked at $343K in Q4 2022. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,508 Ingles Markets shares in Q2 2023, an estimated $311K.
  • B. Riley Wealth Advisors first reported a position in Ingles Markets in Q4 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Ingles Markets position peaked at $343K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.