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One Wealth Advisors’s SpartanNash SPTN Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-5,815
Closed -$176K – 540
2022
Q4 		$176K Sell
5,815
-3,246
-36% -$106K 0.04% 217
2022
Q3 		$263K Buy
9,061
+267
+3% +$8.29K 0.09% 132
2022
Q2 		$265K Sell
8,794
-33
-0.4% -$1.09K 0.07% 150
2022
Q1 		$291K Buy
+8,827
New +$249K 0.07% 153

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

One Wealth Advisors's SPTN Position: Q1 2023 in Review

One Wealth Advisors sold out of SpartanNash (SPTN) in Q1 2023, closing a stake of 5,815 shares — an estimated $176K sold.

One Wealth Advisors first reported a position in SPTN in Q1 2022 and held it in 4 quarters. The position peaked at $291K in Q1 2022. 206 funds tracked by Wall St. Rank hold SPTN as of Q1 2023.

  • One Wealth Advisors reported no remaining SpartanNash position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 5,815 SpartanNash shares in Q1 2023, an estimated $176K.
  • One Wealth Advisors first reported a position in SpartanNash in Q1 2022 and held it in 4 quarters.
  • One Wealth Advisors's SpartanNash position peaked at $291K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held SpartanNash as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.