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U.S. Capital Wealth Advisors’s Macy's M Stock Holding History

U.S. Capital 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
Q2 		– Sell
-37,794
Closed -$756K – 699
2024
Q1 		$756K Buy
+37,794
New +$730K 0.03% 393
2023
Q1 		– Sell
-194
Closed -$4.01K – 1149
2022
Q4 		$4.01K Buy
+194
New +$3.97K ﹤0.01% 1420

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 $3.38T AUM 44.17% 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

U.S. Capital Wealth Advisors's M Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of Macy's (M) in Q2 2024, closing a stake of 37,794 shares — an estimated $756K sold.

U.S. Capital Wealth Advisors first reported a position in M in Q4 2022 and held it in 2 quarters. The position peaked at $756K in Q1 2024. 407 funds tracked by Wall St. Rank hold M as of Q2 2024.

  • U.S. Capital Wealth Advisors reported no remaining Macy's position as of Q2 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 37,794 Macy's shares in Q2 2024, an estimated $756K.
  • U.S. Capital Wealth Advisors first reported a position in Macy's in Q4 2022 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Macy's position peaked at $756K in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Macy's as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.