Inspire Advisors’s Weis Markets WMK Stock Holding History

Inspire Advisors’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
2024 Q4	–	Sell	-2,908	Closed	-$200K	–	464
2024 Q3	$200K	Buy	+2,908	New	+$198K	0.02%	388
2024 Q2	–	Sell	-3,151	Closed	-$203K	–	481
2024 Q1	$203K	Buy	+3,151	New	+$197K	0.03%	330

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Inspire Advisors's WMK Position: Q4 2024 in Review

Inspire Advisors sold out of Weis Markets (WMK) in Q4 2024, closing a stake of 2,908 shares — an estimated $200K sold.

Inspire Advisors first reported a position in WMK in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 165 funds tracked by Wall St. Rank hold WMK as of Q4 2024.

Inspire Advisors reported no remaining Weis Markets position as of Q4 2024 after selling out during the quarter.
Inspire Advisors sold 2,908 Weis Markets shares in Q4 2024, an estimated $200K.
Inspire Advisors first reported a position in Weis Markets in Q1 2024 and held it in 2 quarters.
Inspire Advisors's Weis Markets position peaked at $203K in Q1 2024.
165 funds tracked by Wall St. Rank held Weis Markets as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.