West Paces Advisors’s Macy's M Stock Holding History

West Paces Advisors’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
2025 Q2	–	Sell	-100	Closed	-$1.26K	–	405
2025 Q1	$1.26K	Hold	100	–	–	﹤0.01%	475
2024 Q4	$1.69K	Hold	100	–	–	﹤0.01%	454
2024 Q3	$1.57K	Buy	+100	New	+$1.62K	﹤0.01%	453
2020 Q1	–	Sell	-216	Closed	-$2.93K	–	469
2019 Q4	$3.67K	Buy	216 +31	+17%	+$485	﹤0.01%	423
2019 Q3	$2.88K	Hold	185	–	–	﹤0.01%	423
2019 Q2	$3.97K	Hold	185	–	–	﹤0.01%	398
2019 Q1	$4.45K	Hold	185	–	–	﹤0.01%	387
2018 Q4	$5.51K	Hold	185	–	–	﹤0.01%	367
2018 Q3	$6.42K	Hold	185	–	–	﹤0.01%	363
2018 Q2	$6.92K	Hold	185	–	–	0.01%	368
2018 Q1	$5.5K	Hold	185	–	–	﹤0.01%	361
2017 Q4	$4.66K	Hold	185	–	–	﹤0.01%	389
2017 Q3	$4.04K	Hold	185	–	–	﹤0.01%	393
2017 Q2	$4.3K	Hold	185	–	–	﹤0.01%	398
2017 Q1	$5.48K	Sell	185 -2,084	-92%	-$64.4K	﹤0.01%	378
2016 Q4	$81.3K	Buy	+2,269	New	+$88.3K	0.08%	154

Other funds holding M

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return