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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 $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Optimum Investment Advisors's M Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Macy's (M) in Q3 2022, closing a stake of 240 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in M in Q3 2013 and held it in 10 quarters. The position peaked at $409K in Q4 2014. 398 funds tracked by Wall St. Rank hold M as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Macy's position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 240 Macy's shares in Q3 2022, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Macy's in Q3 2013 and held it in 10 quarters.
  • Optimum Investment Advisors's Macy's position peaked at $409K in Q4 2014.
  • 398 funds tracked by Wall St. Rank held Macy's as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.