Catalyst Private Wealth’s Walmart Inc WMT Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-42	Closed	-$2K	–	291
2020 Q3	$2K	Buy	+42	New	+$1.87K	﹤0.01%	274

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Catalyst Private Wealth's WMT Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Walmart Inc (WMT) in Q4 2020, closing a stake of 42 shares — an estimated $2K sold.

Catalyst Private Wealth first reported a position in WMT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 2,512 funds tracked by Wall St. Rank hold WMT as of Q4 2020.

Catalyst Private Wealth reported no remaining Walmart Inc position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 42 Walmart Inc shares in Q4 2020, an estimated $2K.
Catalyst Private Wealth first reported a position in Walmart Inc in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Walmart Inc position peaked at $2K in Q3 2020.
2,512 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.