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WealthSource Partners’s Ingles Markets IMKTA Stock Holding History

WealthSource 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
2021
Q1 		– Sell
-6,781
Closed -$289K – 447
2020
Q4 		$289K Sell
6,781
-800
-11% -$30.9K 0.03% 295
2020
Q3 		$288K Sell
7,581
-485
-6% -$19.5K 0.04% 269
2020
Q2 		$347K Sell
8,066
-100
-1% -$4.05K 0.05% 222
2020
Q1 		$295K Sell
8,166
-664
-8% -$26.3K 0.05% 236
2019
Q4 		$420K Sell
8,830
-493
-5% -$21K 0.06% 257
2019
Q3 		$362K Buy
9,323
+15
+0.2% +$532 0.05% 295
2019
Q2 		$290K Sell
9,308
-400
-4% -$11.8K 0.05% 338
2019
Q1 		$268K Buy
9,708
+2,147
+28% +$63.1K 0.06% 271
2018
Q4 		$206K Buy
+7,561
New +$233K 0.06% 282

Other funds holding IMKTA

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return