BBPWM
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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

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 $3.38T AUM 44.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Blue Bell Private Wealth Management's M Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of Macy's (M) in Q2 2023, closing a stake of 497 shares — an estimated $8.69K sold.

Blue Bell Private Wealth Management first reported a position in M in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 376 funds tracked by Wall St. Rank hold M as of Q2 2023.

  • Blue Bell Private Wealth Management reported no remaining Macy's position as of Q2 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 497 Macy's shares in Q2 2023, an estimated $8.69K.
  • Blue Bell Private Wealth Management first reported a position in Macy's in Q4 2021 and held it in 6 quarters.
  • Blue Bell Private Wealth Management's Macy's position peaked at $23K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held Macy's as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.