Lynx Investment Advisory’s Weis Markets WMK Stock Holding History

Lynx Investment Advisory’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 Q3	–	Sell	-344	Closed	-$21.6K	–	781
2024 Q2	$21.6K	Buy	+344	New	+$22K	0.02%	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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

Lynx Investment Advisory's WMK Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Weis Markets (WMK) in Q3 2024, closing a stake of 344 shares — an estimated $21.6K sold.

Lynx Investment Advisory first reported a position in WMK in Q2 2024 and held it in 1 quarter. The position peaked at $21.6K in Q2 2024. 159 funds tracked by Wall St. Rank hold WMK as of Q3 2024.

Lynx Investment Advisory reported no remaining Weis Markets position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 344 Weis Markets shares in Q3 2024, an estimated $21.6K.
Lynx Investment Advisory first reported a position in Weis Markets in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's Weis Markets position peaked at $21.6K in Q2 2024.
159 funds tracked by Wall St. Rank held Weis Markets as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.