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Fortis Advisors’s Macy's M Stock Holding History

Fortis Advisors’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
2020
Q2 		– Sell
-7,770
Closed -$38K – 255
2020
Q1 		$38K Sell
7,770
-386
-5% -$5.23K 0.03% 194
2019
Q4 		$139K Hold
8,156
– – 0.08% 158
2019
Q3 		$127K Sell
8,156
-121
-1% -$2.24K 0.06% 166
2019
Q2 		$178K Hold
8,277
– – 0.09% 129
2019
Q1 		$199K Buy
8,277
+2,216
+37% +$56K 0.1% 117
2018
Q4 		$180K Buy
6,061
+5,217
+618% +$172K 0.11% 100
2018
Q3 		$29K Hold
844
– – 0.02% 231
2018
Q2 		$32K Hold
844
– – 0.02% 227
2018
Q1 		$25K Buy
+844
New +$22.8K 0.01% 200
2017
Q4 		– Sell
-115
Closed -$3K – 291
2017
Q3 		$3K Buy
+115
New +$2.53K ﹤0.01% 269

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return