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Huber Financial Advisors’s Walmart Inc WMT Stock Holding History

Huber 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
2020
Q1 		$267K Buy
7,053
+735
+12% +$28.3K 0.1% 94
2019
Q4 		$250K Hold
6,318
– – 0.09% 105
2019
Q3 		$250K Buy
6,318
+12
+0.2% +$453 0.1% 106
2019
Q2 		$232K Buy
+6,306
New +$217K 0.1% 108

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Huber Financial Advisors's WMT Position: Q1 2020 in Review

Huber Financial Advisors increased its Walmart Inc (WMT) stake by 12% in Q1 2020, buying an estimated $28.3K and bringing the position to 7,053 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #94.

Huber Financial Advisors first reported a position in WMT in Q2 2019 and has held it in 4 quarters since. 2,123 funds tracked by Wall St. Rank hold WMT as of Q1 2020.

  • Huber Financial Advisors held 7,053 shares of Walmart Inc worth $267K as of Q1 2020.
  • Huber Financial Advisors bought 735 Walmart Inc shares in Q1 2020, an estimated $28.3K.
  • Walmart Inc made up 0.1% of Huber Financial Advisors's portfolio in Q1 2020, its #94 holding.
  • Huber Financial Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 4 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.