PWMAI
MAC icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Macerich MAC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,434
Closed -$68.5K – 401
2024
Q2 		$68.5K Hold
4,434
– – 0.04% 180
2024
Q1 		$76.4K Buy
+4,434
New +$72.3K 0.05% 165

Other funds holding MAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MAC Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Macerich (MAC) in Q3 2024, closing a stake of 4,434 shares — an estimated $68.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MAC in Q1 2024 and held it in 2 quarters. The position peaked at $76.4K in Q1 2024. 274 funds tracked by Wall St. Rank hold MAC as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Macerich position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4,434 Macerich shares in Q3 2024, an estimated $68.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Macerich in Q1 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Macerich position peaked at $76.4K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Macerich as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.