Modera Wealth Management’s Macy's M Stock Holding History

Modera Wealth Management’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 Q1	–	Sell	-8,040	Closed	-$210K	–	500
2021 Q4	$210K	Buy	+8,040	New	+$219K	0.01%	550

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Modera Wealth Management's M Position: Q1 2022 in Review

Modera Wealth Management sold out of Macy's (M) in Q1 2022, closing a stake of 8,040 shares — an estimated $210K sold.

Modera Wealth Management first reported a position in M in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 445 funds tracked by Wall St. Rank hold M as of Q1 2022.

Modera Wealth Management reported no remaining Macy's position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 8,040 Macy's shares in Q1 2022, an estimated $210K.
Modera Wealth Management first reported a position in Macy's in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Macy's position peaked at $210K in Q4 2021.
445 funds tracked by Wall St. Rank held Macy's as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.