Braun Stacey Associates’s Walmart Inc WMT Stock Holding History

Braun Stacey Associates’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	-9,000	Closed	-$389K	–	132
2022 Q3	$389K	Hold	9,000	–	–	0.02%	114
2022 Q2	$365K	Buy	+9,000	New	+$415K	0.02%	122

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

Braun Stacey Associates's WMT Position: Q4 2022 in Review

Braun Stacey Associates sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 9,000 shares — an estimated $389K sold.

Braun Stacey Associates first reported a position in WMT in Q2 2022 and held it in 2 quarters. The position peaked at $389K in Q3 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Braun Stacey Associates reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
Braun Stacey Associates sold 9,000 Walmart Inc shares in Q4 2022, an estimated $389K.
Braun Stacey Associates first reported a position in Walmart Inc in Q2 2022 and held it in 2 quarters.
Braun Stacey Associates's Walmart Inc position peaked at $389K in Q3 2022.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Braun Stacey Associates's 13F filing for Q4 2022, filed 7 Feb 2023.