Wealthcare Advisory Partners’s Macy's M Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-3,265	Closed	-$53K	–	1302
2021 Q1	$53K	Buy	+3,265	New	+$49.9K	﹤0.01%	850
2020 Q2	–	Sell	-1,175	Closed	-$6K	–	931
2020 Q1	$6K	Sell	1,175 -211	-15%	-$2.86K	﹤0.01%	1061
2019 Q4	$24K	Sell	1,386 -555	-29%	-$8.68K	﹤0.01%	718
2019 Q3	$30K	Sell	1,941 -106	-5%	-$1.96K	﹤0.01%	652
2019 Q2	$44K	Buy	2,047 +183	+10%	+$4.16K	0.01%	541
2019 Q1	$45K	Buy	1,864 +1,666	+841%	+$42.1K	0.01%	487
2018 Q4	$6K	Hold	198	–	–	﹤0.01%	892
2018 Q3	$7K	Sell	198 -15	-7%	-$558	﹤0.01%	935
2018 Q2	$8K	Sell	213 -15	-7%	-$503	﹤0.01%	895
2018 Q1	$7K	Sell	228 -75	-25%	-$2.03K	﹤0.01%	792
2017 Q4	$8K	Buy	303 +77	+34%	+$1.69K	﹤0.01%	718
2017 Q3	$5K	Buy	+226	New	+$4.97K	﹤0.01%	648

Other funds holding M

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

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

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

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return