Clarfeld Financial Advisors’s Walmart Inc WMT Stock Holding History

Clarfeld Financial 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
2018 Q4	$25K	Buy	+795	New	+$25.5K	0.02%	142

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clarfeld Financial Advisors's WMT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Walmart Inc (WMT) in Q4 2018: 795 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #142 among its holdings.

1,917 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

Clarfeld Financial Advisors held 795 shares of Walmart Inc worth $25K as of Q4 2018.
Walmart Inc was a new Clarfeld Financial Advisors position in Q4 2018.
Walmart Inc made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #142 holding.
1,917 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.