Hoover Financial Advisors’s Walmart Inc WMT Stock Holding History

Hoover 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
2021 Q2	$780K	Buy	16,602 +486	+3%	+$22.6K	0.14%	62
2021 Q1	$750K	Hold	16,116	–	–	0.14%	61
2020 Q4	$790K	Buy	16,116 +657	+4%	+$31.9K	0.2%	44
2020 Q3	$721K	Buy	15,459 +684	+5%	+$30.4K	0.24%	40
2020 Q2	$590K	Hold	14,775	–	–	0.23%	40
2020 Q1	$560K	Buy	14,775 +900	+6%	+$34.6K	0.31%	34
2019 Q4	$550K	Hold	13,875	–	–	0.27%	45
2019 Q3	$549K	Hold	13,875	–	–	0.49%	28
2019 Q2	$511K	Hold	13,875	–	–	0.47%	27
2019 Q1	$451K	Sell	13,875 -300	-2%	-$9.73K	0.43%	31
2018 Q4	$440K	Buy	+14,175	New	+$454K	0.49%	30

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

Norges Bank Oslo, Norway $935B AUM

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

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

Hoover Financial Advisors's WMT Position: Q2 2021 in Review

Hoover Financial Advisors increased its Walmart Inc (WMT) stake by 3% in Q2 2021, buying an estimated $22.6K and bringing the position to 16,602 shares worth $780K. The position accounts for 0.14% of the portfolio, ranked #62.

Hoover Financial Advisors first reported a position in WMT in Q4 2018 and has held it in 11 quarters since. The position peaked at $790K in Q4 2020. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Hoover Financial Advisors held 16,602 shares of Walmart Inc worth $780K as of Q2 2021.
Hoover Financial Advisors bought 486 Walmart Inc shares in Q2 2021, an estimated $22.6K.
Walmart Inc made up 0.14% of Hoover Financial Advisors's portfolio in Q2 2021, its #62 holding.
Hoover Financial Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Walmart Inc position peaked at $790K in Q4 2020.
2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.