MWPCG
M icon

Measured Wealth Private Client Group’s Macy's M Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-15,160
Closed -$278K – 170
2022
Q2 		$278K Buy
+15,160
New +$343K 0.12% 128

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Measured Wealth Private Client Group's M Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Macy's (M) in Q3 2022, closing a stake of 15,160 shares — an estimated $278K sold.

Measured Wealth Private Client Group first reported a position in M in Q2 2022 and held it in 1 quarter. The position peaked at $278K in Q2 2022. 399 funds tracked by Wall St. Rank hold M as of Q3 2022.

  • Measured Wealth Private Client Group reported no remaining Macy's position as of Q3 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 15,160 Macy's shares in Q3 2022, an estimated $278K.
  • Measured Wealth Private Client Group first reported a position in Macy's in Q2 2022 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Macy's position peaked at $278K in Q2 2022.
  • 399 funds tracked by Wall St. Rank held Macy's as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.