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Financial Gravity Companies’s Weis Markets WMK Stock Holding History

Financial Gravity Companies’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$0 Buy
+6
New +$272 ﹤0.01% 1532
2018
Q1 		– Sell
-35
Closed -$1K – 1671
2017
Q4 		$1K Buy
+35
New +$1.41K ﹤0.01% 1247

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's WMK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Weis Markets (WMK) in Q4 2018: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WMK as recently as Q4 2017.

Financial Gravity Companies first reported a position in WMK in Q4 2017 and has held it in 2 quarters since. The position peaked at $1K in Q4 2017. 123 funds tracked by Wall St. Rank hold WMK as of Q4 2018.

  • Financial Gravity Companies held 6 shares of Weis Markets worth $0 as of Q4 2018.
  • Weis Markets was a new Financial Gravity Companies position in Q4 2018.
  • Weis Markets made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1532 holding.
  • Financial Gravity Companies first reported a position in Weis Markets in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Weis Markets position peaked at $1K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Weis Markets as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.