BBPWM
M icon

Blue Bell Private Wealth Management’s Macy's M Stock Holding History

Blue Bell Private Wealth Management’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
2023
Q2 		– Sell
-497
Closed -$8.69K – 687
2023
Q1 		$8.69K Hold
497
– – ﹤0.01% 393
2022
Q4 		$10.3K Hold
497
– – ﹤0.01% 375
2022
Q3 		$8K Sell
497
-400
-45% -$7.08K ﹤0.01% 397
2022
Q2 		$16K Hold
897
– – 0.01% 338
2022
Q1 		$22K Hold
897
– – 0.01% 310
2021
Q4 		$23K Buy
+897
New +$24.5K 0.01% 289

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return