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Beacon Financial Advisory’s Macy's M Stock Holding History

Beacon Financial Advisory’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
2020
Q3 		– Sell
-14,966
Closed -$102K – 181
2020
Q2 		$102K Sell
14,966
-531
-3% -$3.27K 0.11% 143
2020
Q1 		$76K Sell
15,497
-1,688
-10% -$22.9K 0.1% 130
2019
Q4 		$292K Buy
+17,185
New +$269K 0.25% 118

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Financial Advisory's M Position: Q3 2020 in Review

Beacon Financial Advisory sold out of Macy's (M) in Q3 2020, closing a stake of 14,966 shares — an estimated $102K sold.

Beacon Financial Advisory first reported a position in M in Q4 2019 and held it in 3 quarters. The position peaked at $292K in Q4 2019. 349 funds tracked by Wall St. Rank hold M as of Q3 2020.

  • Beacon Financial Advisory reported no remaining Macy's position as of Q3 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 14,966 Macy's shares in Q3 2020, an estimated $102K.
  • Beacon Financial Advisory first reported a position in Macy's in Q4 2019 and held it in 3 quarters.
  • Beacon Financial Advisory's Macy's position peaked at $292K in Q4 2019.
  • 349 funds tracked by Wall St. Rank held Macy's as of Q3 2020.

Based on Beacon Financial Advisory's 13F filing for Q3 2020, filed 8 Oct 2020.