EWM
M icon

Edge Wealth Management’s Macy's M Stock Holding History

Edge 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
2021
Q2 		– Sell
-2,050
Closed -$33K – 451
2021
Q1 		$33K Hold
2,050
– – 0.01% 220
2020
Q4 		$23K Sell
2,050
-335
-14% -$2.87K 0.01% 235
2020
Q3 		$14K Hold
2,385
– – ﹤0.01% 296
2020
Q2 		$16K Hold
2,385
– – ﹤0.01% 397
2020
Q1 		$12K Hold
2,385
– – ﹤0.01% 379
2019
Q4 		$40K Hold
2,385
– – 0.01% 270
2019
Q3 		$37K Hold
2,385
– – 0.01% 280
2019
Q2 		$52K Sell
2,385
-12,615
-84% -$287K 0.01% 255
2019
Q1 		$360K Hold
15,000
– – 0.09% 106
2018
Q4 		$447K Buy
+15,000
New +$494K 0.13% 93
2017
Q4 		– Sell
-2,000
Closed -$44K – 557
2017
Q3 		$44K Sell
2,000
-4,000
-67% -$87.9K 0.01% 230
2017
Q2 		$142K Buy
+6,000
New +$154K 0.04% 149
2016
Q2 		– Sell
-114,615
Closed -$5.05M – 472
2016
Q1 		$5.05M Buy
+114,615
New +$4.74M 2.29% 15

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return