GWMIA
M icon

Global Wealth Management Investment Advisory’s Macy's M Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-200
Closed -$1K – 480
2020
Q3 		$1K Sell
200
-370
-65% -$2.47K ﹤0.01% 423
2020
Q2 		$4K Buy
+570
New +$3.51K ﹤0.01% 453
2019
Q3 		– Sell
-142
Closed -$3K – 691
2019
Q2 		$3K Buy
+142
New +$3.23K ﹤0.01% 504

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Global Wealth Management Investment Advisory's M Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Macy's (M) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in M in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 372 funds tracked by Wall St. Rank hold M as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Macy's shares in Q4 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Macy's in Q2 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Macy's position peaked at $4K in Q2 2020.
  • 372 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.