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FinTrust Capital Advisors’s Walmart Inc WMT Stock Holding History

FinTrust Capital 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
-9,000
Closed -$279K – 1357
2018
Q4 		$279K Buy
+9,000
New +$289K 0.14% 145

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FinTrust Capital Advisors's WMT Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Walmart Inc (WMT) stake by 10% in Q3 2024, buying an estimated $243K and bringing the position to 35,561 shares worth $2.87M. The position accounts for 0.49% of the portfolio, ranked #41.

FinTrust Capital Advisors first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • FinTrust Capital Advisors held 35,561 shares of Walmart Inc worth $2.87M as of Q3 2024.
  • FinTrust Capital Advisors bought 3,315 Walmart Inc shares in Q3 2024, an estimated $243K.
  • Walmart Inc made up 0.49% of FinTrust Capital Advisors's portfolio in Q3 2024, its #41 holding.
  • FinTrust Capital Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.