Atlas Private Wealth Management’s Walmart Inc WMT Stock Holding History

Atlas Private 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 Q2	–	Sell	-300	Closed	-$14K	–	383
2021 Q1	$14K	Sell	300 -1,824	-86%	-$84.5K	0.01%	285
2020 Q4	$102K	Buy	2,124 +300	+16%	+$14.6K	0.07%	151
2020 Q3	$85K	Sell	1,824 -123	-6%	-$5.47K	0.07%	154
2020 Q2	$78K	Sell	1,947 -6	-0.3%	-$247	0.06%	163
2020 Q1	$74K	Buy	1,953 +9	+0.5%	+$346	0.07%	162
2019 Q4	$77K	Buy	+1,944	New	+$77.2K	0.06%	174

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Atlas Private Wealth Management's WMT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 300 shares — an estimated $14K sold.

Atlas Private Wealth Management first reported a position in WMT in Q4 2019 and held it in 6 quarters. The position peaked at $102K in Q4 2020. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Atlas Private Wealth Management reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 300 Walmart Inc shares in Q2 2021, an estimated $14K.
Atlas Private Wealth Management first reported a position in Walmart Inc in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Walmart Inc position peaked at $102K in Q4 2020.
2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.