True Wealth Design’s Ingles Markets IMKTA Stock Holding History

True Wealth Design’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
2025 Q1	–	Sell	-28	Closed	-$1.8K	–	2669
2024 Q4	$1.8K	Buy	+28	New	+$1.88K	﹤0.01%	767

Other funds holding IMKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

True Wealth Design's IMKTA Position: Q1 2025 in Review

True Wealth Design sold out of Ingles Markets (IMKTA) in Q1 2025, closing a stake of 28 shares — an estimated $1.8K sold.

True Wealth Design first reported a position in IMKTA in Q4 2024 and held it in 1 quarter. The position peaked at $1.8K in Q4 2024. 203 funds tracked by Wall St. Rank hold IMKTA as of Q1 2025.

True Wealth Design reported no remaining Ingles Markets position as of Q1 2025 after selling out during the quarter.
True Wealth Design sold 28 Ingles Markets shares in Q1 2025, an estimated $1.8K.
True Wealth Design first reported a position in Ingles Markets in Q4 2024 and held it in 1 quarter.
True Wealth Design's Ingles Markets position peaked at $1.8K in Q4 2024.
203 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2025.

Based on True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.