FFA
WMT icon

Freedman Financial Associates’s Walmart Inc WMT Stock Holding History

Freedman Financial Associates’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
-1,050
Closed -$53K – 440
2022
Q1 		$53K Hold
1,050
– – 0.04% 189
2021
Q4 		$51K Hold
1,050
– – 0.03% 199
2021
Q3 		$49K Hold
1,050
– – 0.04% 202
2021
Q2 		$49K Buy
1,050
+300
+40% +$14K 0.04% 197
2021
Q1 		$34K Hold
750
– – 0.03% 246
2020
Q4 		$36K Buy
+750
New +$36.4K 0.03% 228

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedman Financial Associates's WMT Position: Q2 2022 in Review

Freedman Financial Associates sold out of Walmart Inc (WMT) in Q2 2022, closing a stake of 1,050 shares — an estimated $53K sold.

Freedman Financial Associates first reported a position in WMT in Q4 2020 and held it in 6 quarters. The position peaked at $53K in Q1 2022. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

  • Freedman Financial Associates reported no remaining Walmart Inc position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,050 Walmart Inc shares in Q2 2022, an estimated $53K.
  • Freedman Financial Associates first reported a position in Walmart Inc in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Walmart Inc position peaked at $53K in Q1 2022.
  • 2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.