Aevitas Wealth Management’s Walmart Inc WMT Stock Holding History

Aevitas Wealth Management’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
2021 Q4	–	Sell	-4,794	Closed	-$223K	–	130
2021 Q3	$223K	Buy	4,794 +15	+0.3%	+$723	0.14%	119
2021 Q2	$225K	Sell	4,779 -57	-1%	-$2.65K	0.14%	118
2021 Q1	$219K	Buy	4,836 +18	+0.4%	+$834	0.15%	112
2020 Q4	$232K	Buy	+4,818	New	+$234K	0.17%	108
2019 Q2	–	Sell	-1,875	Closed	-$60K	–	355
2019 Q1	$60K	Hold	1,875	–	–	0.05%	175
2018 Q4	$58K	Hold	1,875	–	–	0.06%	170
2018 Q3	$59K	Hold	1,875	–	–	0.05%	184
2018 Q2	$54K	Buy	+1,875	New	+$53.3K	0.05%	188

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aevitas Wealth Management's WMT Position: Q4 2021 in Review

Aevitas Wealth Management sold out of Walmart Inc (WMT) in Q4 2021, closing a stake of 4,794 shares — an estimated $223K sold.

Aevitas Wealth Management first reported a position in WMT in Q2 2018 and held it in 8 quarters. The position peaked at $232K in Q4 2020. 2,729 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

Aevitas Wealth Management reported no remaining Walmart Inc position as of Q4 2021 after selling out during the quarter.
Aevitas Wealth Management sold 4,794 Walmart Inc shares in Q4 2021, an estimated $223K.
Aevitas Wealth Management first reported a position in Walmart Inc in Q2 2018 and held it in 8 quarters.
Aevitas Wealth Management's Walmart Inc position peaked at $232K in Q4 2020.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on Aevitas Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.