JWA
IMKTA icon

JFS Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

JFS Wealth Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$69 – 1989
2024
Q2 		$69 Sell
1
-1
-50% -$72 ﹤0.01% 1945
2024
Q1 		$154 Hold
2
– – ﹤0.01% 1911
2023
Q4 		$173 Buy
2
+1
+100% +$81 ﹤0.01% 1916
2023
Q3 		$76 Sell
1
-2
-67% -$161 ﹤0.01% 1918
2023
Q2 		$248 Hold
3
– – ﹤0.01% 1854
2023
Q1 		$267 Buy
3
+2
+200% +$186 ﹤0.01% 1795
2022
Q4 		$96 Hold
1
– – ﹤0.01% 1882
2022
Q3 		$0 Buy
+1
New +$91 ﹤0.01% 1818

Other funds holding IMKTA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return