C-J Advisory’s Walmart Inc WMT Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-900	Closed	-$36K	–	153
2019 Q3	$36K	Hold	900	–	–	0.02%	61
2019 Q2	$33K	Hold	900	–	–	0.02%	67
2019 Q1	$29K	Buy	+900	New	+$29.2K	0.02%	81

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C-J Advisory's WMT Position: Q4 2019 in Review

C-J Advisory sold out of Walmart Inc (WMT) in Q4 2019, closing a stake of 900 shares — an estimated $36K sold.

C-J Advisory first reported a position in WMT in Q1 2019 and held it in 3 quarters. The position peaked at $36K in Q3 2019. 2,141 funds tracked by Wall St. Rank hold WMT as of Q4 2019.

C-J Advisory reported no remaining Walmart Inc position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 900 Walmart Inc shares in Q4 2019, an estimated $36K.
C-J Advisory first reported a position in Walmart Inc in Q1 2019 and held it in 3 quarters.
C-J Advisory's Walmart Inc position peaked at $36K in Q3 2019.
2,141 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.