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Fusion Family Wealth’s Walmart Inc WMT Stock Holding History

Fusion Family Wealth’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
-420
Closed -$13K – 243
2018
Q4 		$13K Buy
420
+375
+833% +$12K ﹤0.01% 176
2018
Q3 		$1K Hold
45
– – ﹤0.01% 265
2018
Q2 		$1K Hold
45
– – ﹤0.01% 288
2018
Q1 		$1K Hold
45
– – ﹤0.01% 270
2017
Q4 		$1K Buy
+45
New +$1.38K ﹤0.01% 278
2017
Q3 		– Sell
-45
Closed -$1K – 302
2017
Q2 		$1K Hold
45
– – ﹤0.01% 275
2017
Q1 		$1K Sell
45
-300
-87% -$6.9K ﹤0.01% 300
2016
Q4 		$7K Buy
+345
New +$8.05K ﹤0.01% 281

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth's WMT Position: Q1 2019 in Review

Fusion Family Wealth sold out of Walmart Inc (WMT) in Q1 2019, closing a stake of 420 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in WMT in Q4 2016 and held it in 8 quarters. The position peaked at $13K in Q4 2018. 1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

  • Fusion Family Wealth reported no remaining Walmart Inc position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 420 Walmart Inc shares in Q1 2019, an estimated $13K.
  • Fusion Family Wealth first reported a position in Walmart Inc in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Walmart Inc position peaked at $13K in Q4 2018.
  • 1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.