SBL
WFM

Sargent Bickham Lagudis’s Whole Foods Market Inc WFM Stock Holding History

Sargent Bickham Lagudis’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,111
Closed -$47K – 851
2017
Q2 		$47K Hold
1,111
– – 0.01% 367
2017
Q1 		$33K Hold
1,111
– – ﹤0.01% 420
2016
Q4 		$34K Hold
1,111
– – 0.01% 395
2016
Q3 		$31K Buy
1,111
+500
+82% +$15.4K ﹤0.01% 424
2016
Q2 		$20K Buy
611
+84
+16% +$2.61K ﹤0.01% 461
2016
Q1 		$16K Buy
+527
New +$16.5K ﹤0.01% 509

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Sargent Bickham Lagudis's WFM Position: Q3 2017 in Review

Sargent Bickham Lagudis sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,111 shares — an estimated $47K sold.

Sargent Bickham Lagudis first reported a position in WFM in Q1 2016 and held it in 6 quarters. The position peaked at $47K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Sargent Bickham Lagudis reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,111 Whole Foods Market Inc shares in Q3 2017, an estimated $47K.
  • Sargent Bickham Lagudis first reported a position in Whole Foods Market Inc in Q1 2016 and held it in 6 quarters.
  • Sargent Bickham Lagudis's Whole Foods Market Inc position peaked at $47K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2017, filed 13 Sep 2021.