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Wetzel Investment Advisors’s Ingles Markets IMKTA Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-29
Closed -$2.22K – 483
2024
Q2 		$2.22K Hold
29
– – ﹤0.01% 731
2024
Q1 		$2.13K Hold
29
– – ﹤0.01% 829
2023
Q4 		$3K Buy
+29
New +$2.36K ﹤0.01% 787

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wetzel Investment Advisors's IMKTA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Ingles Markets (IMKTA) in Q3 2024, closing a stake of 29 shares — an estimated $2.22K sold.

Wetzel Investment Advisors first reported a position in IMKTA in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 208 funds tracked by Wall St. Rank hold IMKTA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Ingles Markets position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 29 Ingles Markets shares in Q3 2024, an estimated $2.22K.
  • Wetzel Investment Advisors first reported a position in Ingles Markets in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Ingles Markets position peaked at $3K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.