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Benedetti & Gucer’s Walmart Inc WMT Stock Holding History

Benedetti & Gucer’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 		$442K Sell
7,338
-387
-5% -$22.1K 0.22% 77
2023
Q4 		$406K Buy
7,725
+75
+1% +$3.97K 0.21% 88
2023
Q3 		$408K Hold
7,650
– – 0.22% 82
2023
Q2 		$401K Sell
7,650
-633
-8% -$31.9K 0.21% 85
2023
Q1 		$407K Buy
8,283
+3,456
+72% +$164K 0.23% 87
2022
Q4 		$228K Buy
+4,827
New +$229K 0.17% 83
2022
Q1 		– Sell
-4,578
Closed -$220K – 112
2021
Q4 		$220K Sell
4,578
-468
-9% -$22.3K 0.15% 84
2021
Q3 		$234K Sell
5,046
-312
-6% -$15K 0.18% 75
2021
Q2 		$251K Sell
5,358
-1,200
-18% -$55.9K 0.23% 66
2021
Q1 		$296K Buy
+6,558
New +$304K 0.27% 58

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

Benedetti & Gucer's WMT Position: Q1 2024 in Review

Benedetti & Gucer reduced its Walmart Inc (WMT) stake by 5% in Q1 2024, selling an estimated $22.1K and leaving 7,338 shares worth $442K. The position accounts for 0.22% of the portfolio, ranked #77.

Benedetti & Gucer first reported a position in WMT in Q1 2021 and has held it in 10 quarters since. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Benedetti & Gucer held 7,338 shares of Walmart Inc worth $442K as of Q1 2024.
  • Benedetti & Gucer sold 387 Walmart Inc shares in Q1 2024, an estimated $22.1K.
  • Walmart Inc made up 0.22% of Benedetti & Gucer's portfolio in Q1 2024, its #77 holding.
  • Benedetti & Gucer first reported a position in Walmart Inc in Q1 2021 and has held it in 10 quarters since.
  • 3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.