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U.S. Capital Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

U.S. Capital 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
Q1 		– Sell
-65
Closed -$6.27K – 1061
2022
Q4 		$6.27K Buy
+65
New +$6.1K ﹤0.01% 1345

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's IMKTA Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Ingles Markets (IMKTA) in Q1 2023, closing a stake of 65 shares — an estimated $6.27K sold.

U.S. Capital Wealth Advisors first reported a position in IMKTA in Q4 2022 and held it in 1 quarter. The position peaked at $6.27K in Q4 2022. 224 funds tracked by Wall St. Rank hold IMKTA as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Ingles Markets position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 65 Ingles Markets shares in Q1 2023, an estimated $6.27K.
  • U.S. Capital Wealth Advisors first reported a position in Ingles Markets in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Ingles Markets position peaked at $6.27K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.