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Strategic Wealth Partners’s Weis Markets WMK Stock Holding History

Strategic 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
2023
Q1 		– Sell
-2,436
Closed -$200K – 281
2022
Q4 		$200K Buy
+2,436
New +$206K 0.04% 250
2022
Q2 		– Sell
-2,814
Closed -$201K – 290
2022
Q1 		$201K Sell
2,814
-685
-20% -$45.4K 0.04% 244
2021
Q4 		$231K Buy
+3,499
New +$212K 0.04% 256

Other funds holding WMK

Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's WMK Position: Q1 2023 in Review

Strategic Wealth Partners sold out of Weis Markets (WMK) in Q1 2023, closing a stake of 2,436 shares — an estimated $200K sold.

Strategic Wealth Partners first reported a position in WMK in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 150 funds tracked by Wall St. Rank hold WMK as of Q1 2023.

  • Strategic Wealth Partners reported no remaining Weis Markets position as of Q1 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 2,436 Weis Markets shares in Q1 2023, an estimated $200K.
  • Strategic Wealth Partners first reported a position in Weis Markets in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's Weis Markets position peaked at $231K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Weis Markets as of Q1 2023.

Based on Strategic Wealth Partners's 13F filing for Q1 2023, filed 24 Apr 2023.