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Significant Wealth Partners’s Weis Markets WMK Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-12,883
Closed -$824K – 202
2023
Q4 		$824K Buy
+12,883
New +$820K 0.6% 51

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State Street
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Geode Capital Management
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Charles Schwab
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Renaissance Technologies
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Bank of New York Mellon
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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Significant Wealth Partners's WMK Position: Q1 2024 in Review

Significant Wealth Partners sold out of Weis Markets (WMK) in Q1 2024, closing a stake of 12,883 shares — an estimated $824K sold.

Significant Wealth Partners first reported a position in WMK in Q4 2023 and held it in 1 quarter. The position peaked at $824K in Q4 2023. 165 funds tracked by Wall St. Rank hold WMK as of Q1 2024.

  • Significant Wealth Partners reported no remaining Weis Markets position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 12,883 Weis Markets shares in Q1 2024, an estimated $824K.
  • Significant Wealth Partners first reported a position in Weis Markets in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Weis Markets position peaked at $824K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Weis Markets as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.