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TCI Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

TCI Wealth Advisors’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
-68
Closed -$6.03K – 1159
2023
Q1 		$6.03K Hold
68
– – ﹤0.01% 1402
2022
Q4 		$6.56K Hold
68
– – ﹤0.01% 1349
2022
Q3 		$5K Hold
68
– – ﹤0.01% 1466
2022
Q2 		$6K Hold
68
– – ﹤0.01% 1355
2022
Q1 		$6K Hold
68
– – ﹤0.01% 1425
2021
Q4 		$6K Buy
68
+6
+10% +$458 ﹤0.01% 1539
2021
Q3 		$4K Buy
62
+31
+100% +$1.97K ﹤0.01% 1762
2021
Q2 		$2K Hold
31
– – ﹤0.01% 2023
2021
Q1 		$2K Buy
+31
New +$1.62K ﹤0.01% 1773

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 $8.82B AUM 7.52% 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

TCI Wealth Advisors's IMKTA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 68 shares — an estimated $6.03K sold.

TCI Wealth Advisors first reported a position in IMKTA in Q1 2021 and held it in 9 quarters. The position peaked at $6.56K in Q4 2022. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 68 Ingles Markets shares in Q2 2023, an estimated $6.03K.
  • TCI Wealth Advisors first reported a position in Ingles Markets in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Ingles Markets position peaked at $6.56K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.