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Gideon Capital Advisors’s Walmart Inc WMT Stock Holding History

Gideon 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
Q2 		– Sell
-44,163
Closed -$1.44M – 448
2019
Q1 		$1.44M Buy
+44,163
New +$1.43M 0.51% 47
2017
Q4 		– Sell
-27,336
Closed -$712K – 416
2017
Q3 		$712K Buy
+27,336
New +$717K 0.7% 14
2017
Q1 		– Sell
-15,726
Closed -$363K – 527
2016
Q4 		$363K Buy
+15,726
New +$367K 0.23% 185

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gideon Capital Advisors's WMT Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Walmart Inc (WMT) in Q2 2019, closing a stake of 44,163 shares — an estimated $1.44M sold.

Gideon Capital Advisors first reported a position in WMT in Q4 2016 and held it in 3 quarters. The position peaked at $1.44M in Q1 2019. 1,932 funds tracked by Wall St. Rank hold WMT as of Q2 2019.

  • Gideon Capital Advisors reported no remaining Walmart Inc position as of Q2 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 44,163 Walmart Inc shares in Q2 2019, an estimated $1.44M.
  • Gideon Capital Advisors first reported a position in Walmart Inc in Q4 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's Walmart Inc position peaked at $1.44M in Q1 2019.
  • 1,932 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.