WR Wealth Planners’s Ingles Markets IMKTA Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-38	Closed	-$3.37K	–	934
2023 Q1	$3.37K	Buy	+38	New	+$3.53K	﹤0.01%	729

Other funds holding IMKTA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's IMKTA Position: Q2 2023 in Review

WR Wealth Planners sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 38 shares — an estimated $3.37K sold.

WR Wealth Planners first reported a position in IMKTA in Q1 2023 and held it in 1 quarter. The position peaked at $3.37K in Q1 2023. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

WR Wealth Planners reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 38 Ingles Markets shares in Q2 2023, an estimated $3.37K.
WR Wealth Planners first reported a position in Ingles Markets in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Ingles Markets position peaked at $3.37K in Q1 2023.
205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.