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Gupta Wealth Management’s Walmart Inc WMT Stock Holding History

Gupta Wealth 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
2016
Q1 		$156K Sell
6,822
-1,335
-16% -$29.3K 0.04% 275
2015
Q4 		$167K Sell
8,157
-1,836
-18% -$36.8K 0.04% 271
2015
Q3 		$216K Buy
9,993
+3,312
+50% +$76K 0.05% 239
2015
Q2 		$158K Buy
6,681
+918
+16% +$23.4K 0.04% 287
2015
Q1 		$158K Buy
+5,763
New +$163K 0.05% 252

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gupta Wealth Management's WMT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Walmart Inc (WMT) stake by 16% in Q1 2016, selling an estimated $29.3K and leaving 6,822 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #275.

Gupta Wealth Management first reported a position in WMT in Q1 2015 and has held it in 5 quarters since. The position peaked at $216K in Q3 2015. 1,475 funds tracked by Wall St. Rank hold WMT as of Q1 2016.

  • Gupta Wealth Management held 6,822 shares of Walmart Inc worth $156K as of Q1 2016.
  • Gupta Wealth Management sold 1,335 Walmart Inc shares in Q1 2016, an estimated $29.3K.
  • Walmart Inc made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #275 holding.
  • Gupta Wealth Management first reported a position in Walmart Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Walmart Inc position peaked at $216K in Q3 2015.
  • 1,475 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.