River Wealth Advisors’s Weis Markets WMK Stock Holding History

River Wealth Advisors’s Portfolio WMK Stock Details WMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-100	Closed	-$4K	–	600
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	518
2018 Q2	$5K	Buy	+100	New	+$4.94K	﹤0.01%	508

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's WMK Position: Q4 2018 in Review

River Wealth Advisors sold out of Weis Markets (WMK) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in WMK in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 123 funds tracked by Wall St. Rank hold WMK as of Q4 2018.

River Wealth Advisors reported no remaining Weis Markets position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 100 Weis Markets shares in Q4 2018, an estimated $4K.
River Wealth Advisors first reported a position in Weis Markets in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's Weis Markets position peaked at $5K in Q2 2018.
123 funds tracked by Wall St. Rank held Weis Markets as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.