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Dixon Hughes Goodman Wealth Advisors’s Walmart Inc WMT Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$531K Buy
10,695
+2,892
+37% +$136K 0.15% 96
2021
Q4 		$376K Buy
+7,803
New +$373K 0.12% 96

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's WMT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Walmart Inc (WMT) stake by 37% in Q1 2022, buying an estimated $136K and bringing the position to 10,695 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #96.

Dixon Hughes Goodman Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 2 quarters since. 2,729 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 10,695 shares of Walmart Inc worth $531K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,892 Walmart Inc shares in Q1 2022, an estimated $136K.
  • Walmart Inc made up 0.15% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #96 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 2 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.