Modera Wealth Management’s SpartanNash SPTN Stock Holding History

Modera Wealth Management’s Portfolio SPTN Stock Details SPTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-95,915	Closed	-$2.16M	–	579
2023 Q2	$2.16M	Buy	+95,915	New	+$2.25M	0.04%	216

Other funds holding SPTN

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Modera Wealth Management's SPTN Position: Q3 2023 in Review

Modera Wealth Management sold out of SpartanNash (SPTN) in Q3 2023, closing a stake of 95,915 shares — an estimated $2.16M sold.

Modera Wealth Management first reported a position in SPTN in Q2 2023 and held it in 1 quarter. The position peaked at $2.16M in Q2 2023. 196 funds tracked by Wall St. Rank hold SPTN as of Q3 2023.

Modera Wealth Management reported no remaining SpartanNash position as of Q3 2023 after selling out during the quarter.
Modera Wealth Management sold 95,915 SpartanNash shares in Q3 2023, an estimated $2.16M.
Modera Wealth Management first reported a position in SpartanNash in Q2 2023 and held it in 1 quarter.
Modera Wealth Management's SpartanNash position peaked at $2.16M in Q2 2023.
196 funds tracked by Wall St. Rank held SpartanNash as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.