CSPIA
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Cary Street Partners Investment Advisory’s Macy's M Stock Holding History

Cary Street Partners Investment 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
2024
Q4 		– Sell
-734
Closed -$11.5K – 660
2024
Q3 		$11.5K Buy
+734
New +$11.9K ﹤0.01% 757
2023
Q4 		– Sell
-675
Closed -$7.84K – 1325
2023
Q3 		$7.84K Buy
+675
New +$9.46K ﹤0.01% 1359

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 $481B AUM 30.42% 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 $2.92B AUM 30.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's M Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Macy's (M) in Q4 2024, closing a stake of 734 shares — an estimated $11.5K sold.

Cary Street Partners Investment Advisory first reported a position in M in Q3 2023 and held it in 2 quarters. The position peaked at $11.5K in Q3 2024. 414 funds tracked by Wall St. Rank hold M as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Macy's position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 734 Macy's shares in Q4 2024, an estimated $11.5K.
  • Cary Street Partners Investment Advisory first reported a position in Macy's in Q3 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Macy's position peaked at $11.5K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Macy's as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.