HWA
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Heritage Wealth Advisors’s Macy's M Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-1,655
Closed -$28.1K – 526
2019
Q4 		$28.1K Buy
1,655
+400
+32% +$6.26K ﹤0.01% 349
2019
Q3 		$19K Buy
+1,255
New +$23.2K ﹤0.01% 353

Other funds holding M

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's M Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Macy's (M) in Q1 2020, closing a stake of 1,655 shares — an estimated $28.1K sold.

Heritage Wealth Advisors first reported a position in M in Q3 2019 and held it in 2 quarters. The position peaked at $28.1K in Q4 2019. 430 funds tracked by Wall St. Rank hold M as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,655 Macy's shares in Q1 2020, an estimated $28.1K.
  • Heritage Wealth Advisors first reported a position in Macy's in Q3 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's Macy's position peaked at $28.1K in Q4 2019.
  • 430 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.