Estate Counselors’s Walmart Inc WMT Stock Holding History

Estate Counselors’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 Q2	–	Sell	-19,776	Closed	-$981K	–	205
2022 Q1	$981K	Hold	19,776	–	–	0.13%	94
2021 Q4	$953K	Buy	+19,776	New	+$944K	0.12%	101
2020 Q4	–	Sell	-10,050	Closed	-$469K	–	140
2020 Q3	$469K	Hold	10,050	–	–	0.07%	96
2020 Q2	$401K	Buy	+10,050	New	+$413K	0.06%	110

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Estate Counselors's WMT Position: Q2 2022 in Review

Estate Counselors sold out of Walmart Inc (WMT) in Q2 2022, closing a stake of 19,776 shares — an estimated $981K sold.

Estate Counselors first reported a position in WMT in Q2 2020 and held it in 4 quarters. The position peaked at $981K in Q1 2022. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Estate Counselors reported no remaining Walmart Inc position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 19,776 Walmart Inc shares in Q2 2022, an estimated $981K.
Estate Counselors first reported a position in Walmart Inc in Q2 2020 and held it in 4 quarters.
Estate Counselors's Walmart Inc position peaked at $981K in Q1 2022.
2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.