TFO Wealth Partners’s Ingles Markets IMKTA Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-2	Closed	-$165	–	1008
2023 Q3	$165	Buy	+2	New	+$161	﹤0.01%	892

Other funds holding IMKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFO Wealth Partners's IMKTA Position: Q4 2023 in Review

TFO Wealth Partners sold out of Ingles Markets (IMKTA) in Q4 2023, closing a stake of 2 shares — an estimated $165 sold.

TFO Wealth Partners first reported a position in IMKTA in Q3 2023 and held it in 1 quarter. The position peaked at $165 in Q3 2023. 205 funds tracked by Wall St. Rank hold IMKTA as of Q4 2023.

TFO Wealth Partners reported no remaining Ingles Markets position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2 Ingles Markets shares in Q4 2023, an estimated $165.
TFO Wealth Partners first reported a position in Ingles Markets in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Ingles Markets position peaked at $165 in Q3 2023.
205 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.