HC Financial Advisors’s Walmart Inc WMT Stock Holding History

HC Financial 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
2022 Q2	$36K	Hold	900	–	–	0.02%	145
2022 Q1	$45K	Hold	900	–	–	0.03%	143
2021 Q4	$43K	Hold	900	–	–	0.02%	147
2021 Q3	$42K	Hold	900	–	–	0.03%	139
2021 Q2	$42K	Hold	900	–	–	0.02%	143
2021 Q1	$41K	Hold	900	–	–	0.03%	144
2020 Q4	$43K	Hold	900	–	–	0.03%	146
2020 Q3	$42K	Hold	900	–	–	0.03%	133
2020 Q2	$36K	Hold	900	–	–	0.03%	131
2020 Q1	$34K	Buy	+900	New	+$34.6K	0.03%	139

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

HC Financial Advisors's WMT Position: Q2 2022 in Review

HC Financial Advisors held its Walmart Inc (WMT) position steady in Q2 2022 at 900 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #145.

HC Financial Advisors first reported a position in WMT in Q1 2020 and has held it in 10 quarters since. The position peaked at $45K in Q1 2022. 2,620 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

HC Financial Advisors held 900 shares of Walmart Inc worth $36K as of Q2 2022.
HC Financial Advisors left its Walmart Inc share count unchanged in Q2 2022.
Walmart Inc made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #145 holding.
HC Financial Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Walmart Inc position peaked at $45K in Q1 2022.
2,620 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.