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Clear Perspectives Financial Planning’s Walmart Inc WMT Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-36
Closed -$2K – 266
2022
Q3 		$2K Buy
+36
New +$1.58K ﹤0.01% 190

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspectives Financial Planning's WMT Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 36 shares — an estimated $2K sold.

Clear Perspectives Financial Planning first reported a position in WMT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 36 Walmart Inc shares in Q4 2022, an estimated $2K.
  • Clear Perspectives Financial Planning first reported a position in Walmart Inc in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Walmart Inc position peaked at $2K in Q3 2022.
  • 2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.