Cetera Advisors’s Walmart Inc WMT Stock Holding History

Cetera 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	–	Sell	-18,300	Closed	-$3.35K	–	1774
2023 Q1	$3.35K	Buy	+18,300	New	+$869K	﹤0.01%	1645

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cetera Advisors's WMT Position: Q1 2024 in Review

Cetera Advisors increased its Walmart Inc (WMT) stake by 150% in Q1 2024, buying an estimated $18.2M and bringing the position to 531,803 shares worth $32M. The position accounts for 0.25% of the portfolio, ranked #82.

Cetera Advisors first reported a position in WMT in Q2 2013 and has held it in 42 quarters since. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Cetera Advisors held 531,803 shares of Walmart Inc worth $32M as of Q1 2024.
Cetera Advisors bought 318,893 Walmart Inc shares in Q1 2024, an estimated $18.2M.
Walmart Inc made up 0.25% of Cetera Advisors's portfolio in Q1 2024, its #82 holding.
Cetera Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 42 quarters since.
3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.