Clear Perspective Advisors’s Walmart Inc WMT Stock Holding History

Clear Perspective 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
2021 Q4	–	Sell	-7,851	Closed	-$365K	–	186
2021 Q3	$365K	Sell	7,851 -1,209	-13%	-$58.2K	0.12%	112
2021 Q2	$426K	Buy	+9,060	New	+$422K	0.15%	103
2019 Q4	–	Sell	-1,806	Closed	-$67K	–	154
2019 Q3	$67K	Hold	1,806	–	–	0.03%	141
2019 Q2	$67K	Buy	+1,806	New	+$62.2K	0.04%	166
2018 Q3	–	Sell	-1,581	Closed	-$45K	–	442
2018 Q2	$45K	Hold	1,581	–	–	0.03%	261
2018 Q1	$47K	Hold	1,581	–	–	0.04%	248
2017 Q4	$52K	Hold	1,581	–	–	0.04%	229
2017 Q3	$41K	Sell	1,581 -93	-6%	-$2.44K	0.03%	247
2017 Q2	$42K	Sell	1,674 -294	-15%	-$7.46K	0.04%	238
2017 Q1	$47K	Sell	1,968 -225	-10%	-$5.18K	0.03%	216
2016 Q4	$51K	Buy	+2,193	New	+$51.2K	0.03%	202

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Clear Perspective Advisors's WMT Position: Q4 2021 in Review

Clear Perspective Advisors sold out of Walmart Inc (WMT) in Q4 2021, closing a stake of 7,851 shares — an estimated $365K sold.

Clear Perspective Advisors first reported a position in WMT in Q4 2016 and held it in 11 quarters. The position peaked at $426K in Q2 2021. 2,730 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

Clear Perspective Advisors reported no remaining Walmart Inc position as of Q4 2021 after selling out during the quarter.
Clear Perspective Advisors sold 7,851 Walmart Inc shares in Q4 2021, an estimated $365K.
Clear Perspective Advisors first reported a position in Walmart Inc in Q4 2016 and held it in 11 quarters.
Clear Perspective Advisors's Walmart Inc position peaked at $426K in Q2 2021.
2,730 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.