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WealthPLAN Partners’s Macy's M Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-165
Closed -$2.65K – 781
2023
Q2 		$2.65K Hold
165
– – ﹤0.01% 1036
2023
Q1 		$2.89K Buy
+165
New +$3.49K ﹤0.01% 1086
2016
Q3 		– Sell
-49
Closed -$2 – 1029
2016
Q2 		$2 Buy
+49
New +$1.75K ﹤0.01% 2578
2015
Q4 		$7.05K Buy
+1,776
New +$77K ﹤0.01% 1255
2015
Q2 		$40K Buy
+588
New +$39.7K 0.02% 197

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

WealthPLAN Partners's M Position: Q3 2023 in Review

WealthPLAN Partners sold out of Macy's (M) in Q3 2023, closing a stake of 165 shares — an estimated $2.65K sold.

WealthPLAN Partners first reported a position in M in Q2 2015 and held it in 5 quarters. The position peaked at $40K in Q2 2015. 383 funds tracked by Wall St. Rank hold M as of Q3 2023.

  • WealthPLAN Partners reported no remaining Macy's position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 165 Macy's shares in Q3 2023, an estimated $2.65K.
  • WealthPLAN Partners first reported a position in Macy's in Q2 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Macy's position peaked at $40K in Q2 2015.
  • 383 funds tracked by Wall St. Rank held Macy's as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.