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B. Riley Wealth Advisors’s Macy's M Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-12,594
Closed -$196K – 1231
2024
Q3 		$196K Sell
12,594
-2,562
-17% -$41.6K 0.01% 1148
2024
Q2 		$294K Sell
15,156
-1,787
-11% -$34.1K 0.01% 1038
2024
Q1 		$200K Buy
16,943
+4,122
+32% +$79.7K 0.01% 1280
2023
Q4 		$260K Sell
12,821
-4,122
-24% -$59.6K 0.01% 1114
2023
Q3 		$200K Sell
16,943
-3,813
-18% -$53.4K 0.01% 1280
2023
Q2 		$337K Sell
20,756
-12
-0.1% -$192 0.01% 1057
2023
Q1 		$367K Sell
20,768
-1,220
-6% -$25.8K 0.01% 958
2022
Q4 		$457K Buy
21,988
+325
+2% +$6.66K 0.01% 825
2022
Q3 		$340K Sell
21,663
-287
-1% -$5.08K 0.01% 940
2022
Q2 		$402K Buy
21,950
+419
+2% +$9.48K 0.02% 747
2022
Q1 		$525K Buy
+21,531
New +$552K 0.02% 724
2021
Q1 		– Sell
-10,923
Closed -$123K – 1388
2020
Q4 		$123K Sell
10,923
-7,062
-39% -$60.4K 0.01% 969
2020
Q3 		$103K Buy
17,985
+4,827
+37% +$32.2K 0.01% 890
2020
Q2 		$91K Sell
13,158
-109
-0.8% -$671 0.01% 826
2020
Q1 		$66K Buy
+13,267
New +$180K 0.01% 751
2016
Q4 		– Sell
-6,038
Closed -$225K – 596
2016
Q3 		$225K Buy
+6,038
New +$219K 0.04% 502
2015
Q1 		– Sell
-1,270
Closed -$84K – 1376
2014
Q4 		$84K Buy
+1,270
New +$76.8K ﹤0.01% 1821
2014
Q3 		– Sell
-1,060
Closed -$61.5K – 1358
2014
Q2 		$61.5K Buy
+1,060
New +$61.5K 0.01% 933

Other funds holding M

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's M Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Macy's (M) in Q4 2024, closing a stake of 12,594 shares — an estimated $196K sold.

B. Riley Wealth Advisors first reported a position in M in Q2 2014 and held it in 18 quarters. The position peaked at $525K in Q1 2022. 414 funds tracked by Wall St. Rank hold M as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Macy's position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,594 Macy's shares in Q4 2024, an estimated $196K.
  • B. Riley Wealth Advisors first reported a position in Macy's in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Macy's position peaked at $525K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held Macy's as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.