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SYSTM Wealth Solutions’s Ingles Markets IMKTA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-827
Closed -$63.4K – 810
2024
Q1 		$63.4K Buy
827
+18
+2% +$1.44K 0.01% 546
2023
Q4 		$69.9K Buy
+809
New +$65.9K 0.01% 525

Other funds holding IMKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

SYSTM Wealth Solutions's IMKTA Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Ingles Markets (IMKTA) in Q2 2024, closing a stake of 827 shares — an estimated $63.4K sold.

SYSTM Wealth Solutions first reported a position in IMKTA in Q4 2023 and held it in 2 quarters. The position peaked at $69.9K in Q4 2023. 202 funds tracked by Wall St. Rank hold IMKTA as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Ingles Markets position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 827 Ingles Markets shares in Q2 2024, an estimated $63.4K.
  • SYSTM Wealth Solutions first reported a position in Ingles Markets in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Ingles Markets position peaked at $69.9K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.