Goldstream Capital Management’s Walmart Inc WMT Stock Holding History

Goldstream Capital Management’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
2023 Q2	–	Sell	-2,796	Closed	-$137K	–	57
2023 Q1	$137K	Buy	+2,796	New	+$133K	0.15%	33

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstream Capital Management's WMT Position: Q2 2023 in Review

Goldstream Capital Management sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 2,796 shares — an estimated $137K sold.

Goldstream Capital Management first reported a position in WMT in Q1 2023 and held it in 1 quarter. The position peaked at $137K in Q1 2023. 2,877 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Goldstream Capital Management reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
Goldstream Capital Management sold 2,796 Walmart Inc shares in Q2 2023, an estimated $137K.
Goldstream Capital Management first reported a position in Walmart Inc in Q1 2023 and held it in 1 quarter.
Goldstream Capital Management's Walmart Inc position peaked at $137K in Q1 2023.
2,877 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Goldstream Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.