OIA
M icon

Optimum Investment Advisors’s Macy's M Stock Holding History

Optimum Investment Advisors’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
-240
Closed -$4K – 854
2022
Q2 		$4K Buy
+240
New +$5.43K ﹤0.01% 708
2019
Q4 		– Sell
-500
Closed -$7.82K – 990
2019
Q3 		$8K Buy
+500
New +$9.26K ﹤0.01% 833
2015
Q4 		– Sell
-5,525
Closed -$284K – 285
2015
Q3 		$284K Buy
+5,525
New +$347K 0.11% 209
2015
Q1 		$404K Hold
6,225
– – 0.13% 181
2014
Q4 		$409K Buy
6,225
+1,175
+23% +$71.1K 0.13% 172
2014
Q3 		$294K Buy
5,050
+2,098
+71% +$124K 0.1% 199
2014
Q2 		$171K Buy
2,952
+52
+2% +$3.02K 0.06% 282
2014
Q1 		$172K Sell
2,900
-800
-22% -$44.5K 0.06% 241
2013
Q4 		$198K Hold
3,700
– – 0.07% 220
2013
Q3 		$160K Buy
+3,700
New +$173K 0.07% 229

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