FPFS
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First Personal Financial Services’s Ingles Markets IMKTA Stock Holding History

First Personal Financial Services’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.9K Hold
239
– – ﹤0.01% 267
2024
Q2 		$16.4K Hold
239
– – ﹤0.01% 250
2024
Q1 		$18.4K Hold
239
– – ﹤0.01% 245
2023
Q4 		$20.7K Hold
239
– – 0.01% 258
2023
Q3 		$18K Hold
239
– – ﹤0.01% 270
2023
Q2 		$19.8K Hold
239
– – ﹤0.01% 272
2023
Q1 		$21.2K Buy
+239
New +$22.2K 0.01% 270
2022
Q4 		– Sell
-150
Closed -$12K – 412
2022
Q3 		$12K Buy
+150
New +$13.6K ﹤0.01% 324
2022
Q2 		– Sell
-195
Closed -$17K – 335
2022
Q1 		$17K Buy
+195
New +$16.6K ﹤0.01% 261

Other funds holding IMKTA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return