WealthPLAN Partners’s Ingles Markets IMKTA Stock Holding History

WealthPLAN Partners’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 Q2	–	Sell	-401	Closed	-$35.5K	–	1327
2023 Q1	$35.5K	Buy	+401	New	+$37.2K	﹤0.01%	619

Other funds holding IMKTA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's IMKTA Position: Q2 2023 in Review

WealthPLAN Partners sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 401 shares — an estimated $35.5K sold.

WealthPLAN Partners first reported a position in IMKTA in Q1 2023 and held it in 1 quarter. The position peaked at $35.5K in Q1 2023. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

WealthPLAN Partners reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 401 Ingles Markets shares in Q2 2023, an estimated $35.5K.
WealthPLAN Partners first reported a position in Ingles Markets in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Ingles Markets position peaked at $35.5K in Q1 2023.
205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.