Harvest Group Wealth Management’s Walmart Inc WMT Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-7,542	Closed	-$362K	–	720
2020 Q4	$362K	Sell	7,542 -21	-0.3%	-$1.02K	0.22%	26
2020 Q3	$353K	Buy	7,563 +15	+0.2%	+$667	0.24%	23
2020 Q2	$301K	Buy	7,548 +30	+0.4%	+$1.23K	0.25%	25
2020 Q1	$284K	Buy	7,518 +15	+0.2%	+$577	0.29%	26
2019 Q4	$297K	Sell	7,503 -207	-3%	-$8.22K	0.26%	24
2019 Q3	$305K	Sell	7,710 -3,978	-34%	-$150K	0.37%	18
2019 Q2	$430K	Buy	11,688 +36	+0.3%	+$1.24K	0.55%	15
2019 Q1	$379K	Buy	11,652 +18	+0.2%	+$584	0.35%	28
2018 Q4	$361K	Buy	+11,634	New	+$373K	0.47%	24
2018 Q2	–	Sell	-11,592	Closed	-$344K	–	46
2018 Q1	$344K	Buy	11,592 +9	+0.1%	+$289	0.23%	35
2017 Q4	$381K	Buy	+11,583	New	+$354K	0.23%	34

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harvest Group Wealth Management's WMT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Walmart Inc (WMT) in Q1 2021, closing a stake of 7,542 shares — an estimated $362K sold.

Harvest Group Wealth Management first reported a position in WMT in Q4 2017 and held it in 11 quarters. The position peaked at $430K in Q2 2019. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

Harvest Group Wealth Management reported no remaining Walmart Inc position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 7,542 Walmart Inc shares in Q1 2021, an estimated $362K.
Harvest Group Wealth Management first reported a position in Walmart Inc in Q4 2017 and held it in 11 quarters.
Harvest Group Wealth Management's Walmart Inc position peaked at $430K in Q2 2019.
2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.