W
WFM

Wealthfront’s Whole Foods Market Inc WFM Stock Holding History

Wealthfront’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,613
Closed -$321K – 523
2017
Q2 		$321K Buy
+7,613
New +$277K ﹤0.01% 369
2015
Q4 		– Sell
-1,894
Closed -$60K – 1277
2015
Q3 		$60K Sell
1,894
-131
-6% -$4.63K ﹤0.01% 495
2015
Q2 		$80K Sell
2,025
-527
-21% -$23.6K ﹤0.01% 444
2015
Q1 		$133K Buy
2,552
+515
+25% +$27.6K 0.01% 334
2014
Q4 		$103K Buy
2,037
+66
+3% +$2.91K 0.01% 350
2014
Q3 		$75K Sell
1,971
-3
-0.2% -$115 0.01% 339
2014
Q2 		$77K Buy
1,974
+1,058
+116% +$46.1K 0.01% 278
2014
Q1 		$48K Buy
+916
New +$48.8K 0.01% 276

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return