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Graves Light Lenhart Wealth’s Weis Markets WMK Stock Holding History

Graves Light Lenhart Wealth’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-119
Closed -$8K – 754
2021
Q4 		$8K Sell
119
-28
-19% -$1.7K ﹤0.01% 630
2021
Q3 		$8K Buy
147
+8
+6% +$434 ﹤0.01% 610
2021
Q2 		$7K Buy
139
+31
+29% +$1.64K ﹤0.01% 609
2021
Q1 		$6K Buy
108
+6
+6% +$322 ﹤0.01% 633
2020
Q4 		$5K Buy
+102
New +$4.9K ﹤0.01% 630

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Graves Light Lenhart Wealth's WMK Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Weis Markets (WMK) in Q1 2022, closing a stake of 119 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in WMK in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 156 funds tracked by Wall St. Rank hold WMK as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Weis Markets position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 119 Weis Markets shares in Q1 2022, an estimated $8K.
  • Graves Light Lenhart Wealth first reported a position in Weis Markets in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Weis Markets position peaked at $8K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Weis Markets as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.