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DSC Advisors’s Walmart Inc WMT Stock Holding History

DSC 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
2020
Q1 		– Sell
-8,865
Closed -$351K – 81
2019
Q4 		$351K Buy
8,865
+771
+10% +$30.6K 0.17% 50
2019
Q3 		$320K Buy
8,094
+1,962
+32% +$74K 0.06% 61
2019
Q2 		$226K Sell
6,132
-42
-0.7% -$1.45K 0.04% 74
2019
Q1 		$201K Buy
+6,174
New +$200K 0.04% 73
2017
Q4 		– Sell
-13,425
Closed -$349K – 90
2017
Q3 		$349K Buy
+13,425
New +$352K 0.11% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DSC Advisors's WMT Position: Q1 2020 in Review

DSC Advisors sold out of Walmart Inc (WMT) in Q1 2020, closing a stake of 8,865 shares — an estimated $351K sold.

DSC Advisors first reported a position in WMT in Q3 2017 and held it in 5 quarters. The position peaked at $351K in Q4 2019. 2,122 funds tracked by Wall St. Rank hold WMT as of Q1 2020.

  • DSC Advisors reported no remaining Walmart Inc position as of Q1 2020 after selling out during the quarter.
  • DSC Advisors sold 8,865 Walmart Inc shares in Q1 2020, an estimated $351K.
  • DSC Advisors first reported a position in Walmart Inc in Q3 2017 and held it in 5 quarters.
  • DSC Advisors's Walmart Inc position peaked at $351K in Q4 2019.
  • 2,122 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2020.

Based on DSC Advisors's 13F filing for Q1 2020, filed 15 May 2020.