ERTS Wealth Advisors’s Walmart Inc WMT Stock Holding History

ERTS 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
2019 Q1	–	Sell	-2,157	Closed	-$67K	–	302
2018 Q4	$67K	Buy	+2,157	New	+$69.2K	0.05%	144

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ERTS Wealth Advisors's WMT Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2019, closing a stake of 2,157 shares — an estimated $67K sold.

ERTS Wealth Advisors first reported a position in WMT in Q4 2018 and held it in 1 quarter. The position peaked at $67K in Q4 2018. 1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

ERTS Wealth Advisors reported no remaining Walmart Inc position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 2,157 Walmart Inc shares in Q1 2019, an estimated $67K.
ERTS Wealth Advisors first reported a position in Walmart Inc in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Walmart Inc position peaked at $67K in Q4 2018.
1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.