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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's IMKTA Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Ingles Markets (IMKTA) in Q3 2024, closing a stake of 1 share — an estimated $69 sold.

JFS Wealth Advisors first reported a position in IMKTA in Q3 2022 and held it in 8 quarters. The position peaked at $267 in Q1 2023. 208 funds tracked by Wall St. Rank hold IMKTA as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Ingles Markets position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Ingles Markets share in Q3 2024, an estimated $69.
  • JFS Wealth Advisors first reported a position in Ingles Markets in Q3 2022 and held it in 8 quarters.
  • JFS Wealth Advisors's Ingles Markets position peaked at $267 in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.