MWP
IMOM icon

Meredith Wealth Planning’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Meredith Wealth Planning’s Portfolio IMOM Stock Details IMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,375
Closed -$268K – 43
2023
Q2 		$268K Buy
+10,375
New +$271K 0.22% 30

Other funds holding IMOM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $333M AUM 15.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Meredith Wealth Planning's IMOM Position: Q3 2023 in Review

Meredith Wealth Planning sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q3 2023, closing a stake of 10,375 shares — an estimated $268K sold.

Meredith Wealth Planning first reported a position in IMOM in Q2 2023 and held it in 1 quarter. The position peaked at $268K in Q2 2023. 19 funds tracked by Wall St. Rank hold IMOM as of Q3 2023.

  • Meredith Wealth Planning reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 10,375 Alpha Architect International Quantitative Momentum ETF shares in Q3 2023, an estimated $268K.
  • Meredith Wealth Planning first reported a position in Alpha Architect International Quantitative Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Meredith Wealth Planning's Alpha Architect International Quantitative Momentum ETF position peaked at $268K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q3 2023.

Based on Meredith Wealth Planning's 13F filing for Q3 2023, filed 16 Oct 2023.