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Clear Point Advisors’s Walmart Inc WMT Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-1,358
Closed -$110K – 531
2024
Q3 		$110K Buy
1,358
+54
+4% +$3.97K 0.08% 143
2024
Q2 		$88.3K Buy
1,304
+106
+9% +$6.67K 0.07% 152
2024
Q1 		$72.1K Buy
1,198
+304
+34% +$17.4K 0.06% 164
2023
Q4 		$47K Buy
+894
New +$47.3K 0.04% 194

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Point Advisors's WMT Position: Q4 2024 in Review

Clear Point Advisors sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 1,358 shares — an estimated $110K sold.

Clear Point Advisors first reported a position in WMT in Q4 2023 and held it in 4 quarters. The position peaked at $110K in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Clear Point Advisors reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,358 Walmart Inc shares in Q4 2024, an estimated $110K.
  • Clear Point Advisors first reported a position in Walmart Inc in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Walmart Inc position peaked at $110K in Q3 2024.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.