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TFO Wealth Partners’s Macy's M Stock Holding History

TFO Wealth Partners’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$320 – 472
2024
Q1 		$320 Hold
16
– – ﹤0.01% 377
2023
Q4 		$322 Hold
16
– – ﹤0.01% 495
2023
Q3 		$257 Hold
16
– – ﹤0.01% 715
2023
Q2 		$257 Hold
16
– – ﹤0.01% 443
2023
Q1 		$280 Buy
16
+14
+700% +$296 ﹤0.01% 394
2022
Q4 		$126 Buy
+2
New +$41 ﹤0.01% 722

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFO Wealth Partners's M Position: Q2 2024 in Review

TFO Wealth Partners sold out of Macy's (M) in Q2 2024, closing a stake of 16 shares — an estimated $320 sold.

TFO Wealth Partners first reported a position in M in Q4 2022 and held it in 6 quarters. The position peaked at $322 in Q4 2023. 407 funds tracked by Wall St. Rank hold M as of Q2 2024.

  • TFO Wealth Partners reported no remaining Macy's position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 Macy's shares in Q2 2024, an estimated $320.
  • TFO Wealth Partners first reported a position in Macy's in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Macy's position peaked at $322 in Q4 2023.
  • 407 funds tracked by Wall St. Rank held Macy's as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.