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BDO Wealth Advisors’s Walmart Inc WMT Stock Holding History

BDO Wealth 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
2023
Q2 		$807K Sell
15,411
-47,859
-76% -$2.41M 0.09% 146
2023
Q1 		$3.11M Sell
63,270
-1,053
-2% -$50K 0.38% 57
2022
Q4 		$3.04M Buy
64,323
+1,677
+3% +$79.6K 0.38% 54
2022
Q3 		$2.71M Buy
62,646
+897
+1% +$39.3K 0.36% 58
2022
Q2 		$2.5M Sell
61,749
-258
-0.4% -$11.9K 0.31% 64
2022
Q1 		$3.08M Buy
62,007
+636
+1% +$29.9K 0.33% 60
2021
Q4 		$2.96M Buy
61,371
+2,856
+5% +$136K 0.31% 60
2021
Q3 		$2.72M Buy
58,515
+1,995
+4% +$96.1K 0.3% 62
2021
Q2 		$2.66M Buy
56,520
+933
+2% +$43.5K 0.29% 65
2021
Q1 		$2.52M Buy
55,587
+513
+0.9% +$23.8K 0.3% 61
2020
Q4 		$2.65M Buy
55,074
+666
+1% +$32.3K 0.37% 48
2020
Q3 		$2.54M Sell
54,408
-693
-1% -$30.8K 0.41% 45
2020
Q2 		$2.2M Sell
55,101
-2,793
-5% -$115K 0.39% 49
2020
Q1 		$2.19M Buy
57,894
+2,937
+5% +$113K 0.44% 48
2019
Q4 		$2.18M Sell
54,957
-2,982
-5% -$118K 0.56% 37
2019
Q3 		$2.29M Buy
57,939
+234
+0.4% +$8.83K 0.59% 36
2019
Q2 		$2.13M Buy
57,705
+150
+0.3% +$5.17K 0.58% 37
2019
Q1 		$1.87M Buy
57,555
+4,500
+8% +$146K 0.54% 41
2018
Q4 		$1.65M Sell
53,055
-2,571
-5% -$82.4K 0.57% 40
2018
Q3 		$1.74M Buy
55,626
+51
+0.1% +$1.56K 0.56% 38
2018
Q2 		$1.59M Buy
55,575
+2,115
+4% +$60.1K 0.54% 35
2018
Q1 		$1.58M Buy
53,460
+1,515
+3% +$48.7K 0.6% 31
2017
Q4 		$1.71M Buy
51,945
+2,646
+5% +$81K 0.77% 19
2017
Q3 		$1.28M Sell
49,299
-4,035
-8% -$106K 0.64% 29
2017
Q2 		$1.34M Buy
+53,334
New +$1.35M 0.59% 29

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

BDO Wealth Advisors's WMT Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Walmart Inc (WMT) stake by 76% in Q2 2023, selling an estimated $2.41M and leaving 15,411 shares worth $807K. The position accounts for 0.09% of the portfolio, ranked #146.

BDO Wealth Advisors first reported a position in WMT in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.11M in Q1 2023. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

  • BDO Wealth Advisors held 15,411 shares of Walmart Inc worth $807K as of Q2 2023.
  • BDO Wealth Advisors sold 47,859 Walmart Inc shares in Q2 2023, an estimated $2.41M.
  • Walmart Inc made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #146 holding.
  • BDO Wealth Advisors first reported a position in Walmart Inc in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Walmart Inc position peaked at $3.11M in Q1 2023.
  • 2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.