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SFA
Semmax Financial Advisors’s
Ingles Markets
IMKTA
Stock Holding History
Semmax Financial Advisors’s Portfolio
IMKTA Stock Details
IMKTA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$33.7K
Hold
550
–
–
0.01%
202
2025
Q1
$33.8K
Hold
550
–
–
0.01%
184
2024
Q4
$35.6K
Hold
550
–
–
0.01%
170
2024
Q3
$39.4K
Hold
550
–
–
0.01%
159
2024
Q2
$39.6K
Hold
550
–
–
0.01%
160
2024
Q1
$40.6K
Hold
550
–
–
0.01%
154
2023
Q4
$41.6K
Hold
550
–
–
0.02%
153
2023
Q3
$43.8K
Buy
+550
New
+$44.3K
0.02%
126
2022
Q4
$54K
Hold
550
–
–
0.02%
111
2022
Q3
$51K
Hold
550
–
–
0.02%
109
2022
Q2
$53K
Hold
550
–
–
0.02%
111
2022
Q1
$49K
Hold
550
–
–
0.02%
124
2021
Q4
$47K
Hold
550
–
–
0.02%
130
2021
Q3
$36K
Hold
550
–
–
0.01%
141
2021
Q2
$32K
Hold
550
–
–
0.01%
142
2021
Q1
$34K
Hold
550
–
–
0.01%
139
2020
Q4
$23K
Hold
550
–
–
0.01%
145
2020
Q3
$21K
Hold
550
–
–
0.01%
134
2020
Q2
$24K
Hold
550
–
–
0.01%
133
2020
Q1
$20K
Hold
550
–
–
0.01%
132
2019
Q4
$26K
Hold
550
–
–
0.01%
135
2019
Q3
$21K
Hold
550
–
–
0.01%
143
2019
Q2
$17K
Hold
550
–
–
0.01%
155
2019
Q1
$15K
Hold
550
–
–
0.01%
287
2018
Q4
$15K
Buy
+550
New
+$17K
0.01%
287
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
RRAM
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$8.82B AUM
7.52%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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