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Spire Wealth Management’s Ingles Markets IMKTA Stock Holding History

Spire Wealth Management’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25
Closed -$2.22K – 2461
2023
Q1 		$2.22K Buy
+25
New +$2.32K ﹤0.01% 2238

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's IMKTA Position: Q2 2023 in Review

Spire Wealth Management sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 25 shares — an estimated $2.22K sold.

Spire Wealth Management first reported a position in IMKTA in Q1 2023 and held it in 1 quarter. The position peaked at $2.22K in Q1 2023. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

  • Spire Wealth Management reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 25 Ingles Markets shares in Q2 2023, an estimated $2.22K.
  • Spire Wealth Management first reported a position in Ingles Markets in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's Ingles Markets position peaked at $2.22K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.