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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
2020
Q1 		– Sell
-4,000
Closed -$5K – 913
2019
Q4 		$5K Buy
4,000
+2,000
+100% +$31.3K ﹤0.01% 846
2019
Q3 		$3K Buy
+2,000
New +$37K ﹤0.01% 922

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

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. 399 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.
  • 399 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.