Garrett Wealth Advisory Group’s Macy's M Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-30	Closed	-$466	–	396
2019 Q3	$466	Buy	+30	New	+$556	﹤0.01%	768

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's M Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Macy's (M) in Q4 2019, closing a stake of 30 shares — an estimated $466 sold.

Garrett Wealth Advisory Group first reported a position in M in Q3 2019 and held it in 1 quarter. The position peaked at $466 in Q3 2019. 482 funds tracked by Wall St. Rank hold M as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining Macy's position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 30 Macy's shares in Q4 2019, an estimated $466.
Garrett Wealth Advisory Group first reported a position in Macy's in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's Macy's position peaked at $466 in Q3 2019.
482 funds tracked by Wall St. Rank held Macy's as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.