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IronBridge Private Wealth’s Walmart Inc WMT Stock Holding History

IronBridge Private Wealth’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
Q3 		– Sell
-95,859
Closed -$3.88M – 32
2022
Q2 		$3.88M Buy
95,859
+12,105
+14% +$558K 2.91% 12
2022
Q1 		$4.16M Buy
+83,754
New +$3.93M 2.56% 16

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IronBridge Private Wealth's WMT Position: Q3 2022 in Review

IronBridge Private Wealth sold out of Walmart Inc (WMT) in Q3 2022, closing a stake of 95,859 shares — an estimated $3.88M sold.

IronBridge Private Wealth first reported a position in WMT in Q1 2022 and held it in 2 quarters. The position peaked at $4.16M in Q1 2022. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • IronBridge Private Wealth reported no remaining Walmart Inc position as of Q3 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 95,859 Walmart Inc shares in Q3 2022, an estimated $3.88M.
  • IronBridge Private Wealth first reported a position in Walmart Inc in Q1 2022 and held it in 2 quarters.
  • IronBridge Private Wealth's Walmart Inc position peaked at $4.16M in Q1 2022.
  • 2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on IronBridge Private Wealth's 13F filing for Q3 2022, filed 24 Oct 2022.