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Arcadia Investment Advisors’s Walmart Inc WMT Stock Holding History

Arcadia Investment 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
2024
Q1 		– Sell
-1,800
Closed -$94.6K – 83
2023
Q4 		$94.6K Buy
+1,800
New +$95.2K 0.06% 49
2021
Q3 		– Sell
-12
Closed -$564 – 240
2021
Q2 		$564 Buy
+12
New +$559 ﹤0.01% 215

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arcadia Investment Advisors's WMT Position: Q1 2024 in Review

Arcadia Investment Advisors sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 1,800 shares — an estimated $94.6K sold.

Arcadia Investment Advisors first reported a position in WMT in Q2 2021 and held it in 2 quarters. The position peaked at $94.6K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Arcadia Investment Advisors reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
  • Arcadia Investment Advisors sold 1,800 Walmart Inc shares in Q1 2024, an estimated $94.6K.
  • Arcadia Investment Advisors first reported a position in Walmart Inc in Q2 2021 and held it in 2 quarters.
  • Arcadia Investment Advisors's Walmart Inc position peaked at $94.6K in Q4 2023.
  • 3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Arcadia Investment Advisors's 13F filing for Q1 2024, filed 19 Dec 2024.