BCR Wealth Strategies’s Walmart Inc WMT Stock Holding History

BCR Wealth Strategies’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 Q4	–	Sell	-3	Closed	–	–	104
2022 Q3	$0	Hold	3	–	–	﹤0.01%	112
2022 Q2	$0	Hold	3	–	–	﹤0.01%	122
2022 Q1	$0	Hold	3	–	–	﹤0.01%	120
2021 Q4	$0	Buy	+3	New	+$143	﹤0.01%	121

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCR Wealth Strategies's WMT Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 3 shares.

BCR Wealth Strategies first reported a position in WMT in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 2,806 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

BCR Wealth Strategies reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 3 Walmart Inc shares in Q4 2022.
BCR Wealth Strategies first reported a position in Walmart Inc in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Walmart Inc position peaked at $0 in Q3 2022.
2,806 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.