Autus Asset Management’s Walmart Inc WMT Stock Holding History

Autus Asset 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
2022 Q1	–	Sell	-4,632	Closed	-$224K	–	180
2021 Q4	$224K	Buy	4,632 +102	+2%	+$4.87K	0.02%	169
2021 Q3	$210K	Hold	4,530	–	–	0.02%	168
2021 Q2	$213K	Sell	4,530 -60	-1%	-$2.79K	0.02%	166
2021 Q1	$208K	Buy	+4,590	New	+$213K	0.02%	164
2018 Q3	–	Sell	-7,785	Closed	-$223K	–	160
2018 Q2	$223K	Buy	7,785 +213	+3%	+$6.05K	0.04%	147
2018 Q1	$225K	Sell	7,572 -225	-3%	-$7.24K	0.04%	143
2017 Q4	$256K	Sell	7,797 -3,075	-28%	-$94.1K	0.05%	138
2017 Q3	$283K	Buy	10,872 +2,106	+24%	+$55.2K	0.05%	137
2017 Q2	$221K	Sell	8,766 -2,160	-20%	-$54.8K	0.04%	144
2017 Q1	$263K	Sell	10,926 -6,297	-37%	-$145K	0.06%	135
2016 Q4	$397K	Sell	17,223 -555	-3%	-$13K	0.09%	123
2016 Q3	$427K	Sell	17,778 -6,105	-26%	-$148K	0.1%	120
2016 Q2	$582K	Sell	23,883 -8,373	-26%	-$194K	0.13%	115
2016 Q1	$736K	Sell	32,256 -10,935	-25%	-$240K	0.18%	101
2015 Q4	$883K	Buy	+43,191	New	+$867K	0.22%	96

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

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

Norges Bank Oslo, Norway $935B AUM

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Autus Asset Management's WMT Position: Q1 2022 in Review

Autus Asset Management sold out of Walmart Inc (WMT) in Q1 2022, closing a stake of 4,632 shares — an estimated $224K sold.

Autus Asset Management first reported a position in WMT in Q4 2015 and held it in 15 quarters. The position peaked at $883K in Q4 2015. 2,729 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

Autus Asset Management reported no remaining Walmart Inc position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 4,632 Walmart Inc shares in Q1 2022, an estimated $224K.
Autus Asset Management first reported a position in Walmart Inc in Q4 2015 and held it in 15 quarters.
Autus Asset Management's Walmart Inc position peaked at $883K in Q4 2015.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.