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Turtle Creek Wealth Advisors’s Macy's M Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-1,047
Closed -$21.1K – 546
2023
Q4 		$21.1K Buy
+1,047
New +$15.2K 0.01% 403

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Turtle Creek Wealth Advisors's M Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Macy's (M) in Q1 2024, closing a stake of 1,047 shares — an estimated $21.1K sold.

Turtle Creek Wealth Advisors first reported a position in M in Q4 2023 and held it in 1 quarter. The position peaked at $21.1K in Q4 2023. 424 funds tracked by Wall St. Rank hold M as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Macy's position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,047 Macy's shares in Q1 2024, an estimated $21.1K.
  • Turtle Creek Wealth Advisors first reported a position in Macy's in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Macy's position peaked at $21.1K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.