Ackerman Capital Advisors’s Walmart Inc WMT Stock Holding History

Ackerman Capital Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,368	Closed	-$204K	–	147
2020 Q3	$204K	Buy	+4,368	New	+$194K	0.06%	115
2020 Q1	–	Sell	-7,056	Closed	-$280K	–	208
2019 Q4	$280K	Hold	7,056	–	–	0.08%	166
2019 Q3	$279K	Buy	+7,056	New	+$266K	0.1%	109

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ackerman Capital Advisors's WMT Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of Walmart Inc (WMT) in Q4 2020, closing a stake of 4,368 shares — an estimated $204K sold.

Ackerman Capital Advisors first reported a position in WMT in Q3 2019 and held it in 3 quarters. The position peaked at $280K in Q4 2019. 2,512 funds tracked by Wall St. Rank hold WMT as of Q4 2020.

Ackerman Capital Advisors reported no remaining Walmart Inc position as of Q4 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 4,368 Walmart Inc shares in Q4 2020, an estimated $204K.
Ackerman Capital Advisors first reported a position in Walmart Inc in Q3 2019 and held it in 3 quarters.
Ackerman Capital Advisors's Walmart Inc position peaked at $280K in Q4 2019.
2,512 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.