FourThought Financial’s Walmart Inc WMT Stock Holding History

FourThought Financial’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 Q3	$3.07M	Buy	70,911 +4,041	+6%	+$177K	0.45%	58
2022 Q2	$2.71M	Sell	66,870 -6,753	-9%	-$311K	0.4%	62
2022 Q1	$3.65M	Sell	73,623 -141,948	-66%	-$6.66M	0.46%	58
2021 Q4	$10.4M	Buy	215,571 +2,754	+1%	+$131K	1.31%	20
2021 Q3	$9.89M	Buy	212,817 +7,005	+3%	+$337K	1.32%	18
2021 Q2	$9.67M	Sell	205,812 -2,622	-1%	-$122K	1.29%	18
2021 Q1	$9.44M	Buy	208,434 +3,741	+2%	+$173K	1.37%	17
2020 Q4	$9.84M	Buy	+204,693	New	+$9.94M	1.57%	11

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

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

Norges Bank Oslo, Norway $935B AUM

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

FourThought Financial's WMT Position: Q3 2022 in Review

FourThought Financial increased its Walmart Inc (WMT) stake by 6% in Q3 2022, buying an estimated $177K and bringing the position to 70,911 shares worth $3.07M. The position accounts for 0.45% of the portfolio, ranked #58.

FourThought Financial first reported a position in WMT in Q4 2020 and has held it in 8 quarters since. The position peaked at $10.4M in Q4 2021. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

FourThought Financial held 70,911 shares of Walmart Inc worth $3.07M as of Q3 2022.
FourThought Financial bought 4,041 Walmart Inc shares in Q3 2022, an estimated $177K.
Walmart Inc made up 0.45% of FourThought Financial's portfolio in Q3 2022, its #58 holding.
FourThought Financial first reported a position in Walmart Inc in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Walmart Inc position peaked at $10.4M in Q4 2021.
2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.