IWM
M icon

IHT Wealth Management’s Macy's M Stock Holding History

IHT 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
2022
Q1 		– Sell
-50,685
Closed -$1.33M – 818
2021
Q4 		$1.33M Sell
50,685
-2,476
-5% -$67.5K 0.1% 205
2021
Q3 		$1.2M Sell
53,161
-905
-2% -$18.1K 0.1% 209
2021
Q2 		$1.02M Sell
54,066
-566
-1% -$10K 0.07% 316
2021
Q1 		$884K Buy
+54,632
New +$834K 0.06% 293
2018
Q2 		– Sell
-472
Closed -$14K – 963
2018
Q1 		$14K Hold
472
– – ﹤0.01% 1085
2017
Q4 		$12K Sell
472
-530
-53% -$11.6K ﹤0.01% 1142
2017
Q3 		$20K Buy
1,002
+180
+22% +$3.96K 0.01% 779
2017
Q2 		$44K Buy
822
+530
+182% +$13.6K 0.02% 532
2017
Q1 		$8K Hold
292
– – 0.01% 891
2016
Q4 		$10K Buy
+292
New +$11.4K 0.01% 795

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IHT Wealth Management's M Position: Q1 2022 in Review

IHT Wealth Management sold out of Macy's (M) in Q1 2022, closing a stake of 50,685 shares — an estimated $1.33M sold.

IHT Wealth Management first reported a position in M in Q4 2016 and held it in 10 quarters. The position peaked at $1.33M in Q4 2021. 445 funds tracked by Wall St. Rank hold M as of Q1 2022.

  • IHT Wealth Management reported no remaining Macy's position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 50,685 Macy's shares in Q1 2022, an estimated $1.33M.
  • IHT Wealth Management first reported a position in Macy's in Q4 2016 and held it in 10 quarters.
  • IHT Wealth Management's Macy's position peaked at $1.33M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Macy's as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.