Golden State Wealth Management’s Macy's M Stock Holding History

Golden State Wealth Management’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	-1,708	Closed	-$10K	–	344
2020 Q3	$10K	Buy	+1,708	New	+$11.4K	﹤0.01%	402
2020 Q2	–	Sell	-1,708	Closed	-$8K	–	650
2020 Q1	$8K	Buy	+1,708	New	+$23.2K	﹤0.01%	657
2019 Q4	–	Sell	-7,708	Closed	-$120K	–	571
2019 Q3	$120K	Hold	7,708	–	–	0.04%	289
2019 Q2	$165K	Buy	7,708 +6,000	+351%	+$136K	0.05%	248
2019 Q1	$41K	Buy	+1,708	New	+$43.1K	0.01%	497

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Golden State Wealth Management's M Position: Q4 2020 in Review

Golden State Wealth Management sold out of Macy's (M) in Q4 2020, closing a stake of 1,708 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in M in Q1 2019 and held it in 5 quarters. The position peaked at $165K in Q2 2019. 373 funds tracked by Wall St. Rank hold M as of Q4 2020.

Golden State Wealth Management reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,708 Macy's shares in Q4 2020, an estimated $10K.
Golden State Wealth Management first reported a position in Macy's in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Macy's position peaked at $165K in Q2 2019.
373 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.