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Wetzel Investment Advisors’s Macy's M Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,103
Closed -$22K – 572
2024
Q2 		$22K Hold
1,103
– – 0.01% 334
2024
Q1 		$21K Hold
1,103
– – 0.01% 375
2023
Q4 		$22K Buy
+1,103
New +$16K 0.01% 363

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Macy's (M) in Q3 2024, closing a stake of 1,103 shares — an estimated $22K sold.

Wetzel Investment Advisors first reported a position in M in Q4 2023 and held it in 3 quarters. The position peaked at $22K in Q2 2024. 424 funds tracked by Wall St. Rank hold M as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Macy's position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,103 Macy's shares in Q3 2024, an estimated $22K.
  • Wetzel Investment Advisors first reported a position in Macy's in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Macy's position peaked at $22K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q3 2024.

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