WP
M icon

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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return