Cox Capital Management’s Walmart Inc WMT Stock Holding History

Cox Capital Management’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
2020 Q2	–	Sell	-600	Closed	-$24K	–	191
2020 Q1	$24K	Buy	+600	New	+$23.1K	0.02%	123

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cox Capital Management's WMT Position: Q2 2020 in Review

Cox Capital Management sold out of Walmart Inc (WMT) in Q2 2020, closing a stake of 600 shares — an estimated $24K sold.

Cox Capital Management first reported a position in WMT in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 2,179 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

Cox Capital Management reported no remaining Walmart Inc position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 600 Walmart Inc shares in Q2 2020, an estimated $24K.
Cox Capital Management first reported a position in Walmart Inc in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Walmart Inc position peaked at $24K in Q1 2020.
2,179 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.