KCS Wealth Advisory’s Walmart Inc WMT Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-300	Closed	-$11.9K	–	409
2019 Q3	$11.9K	Buy	+300	New	+$11.3K	0.01%	342

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCS Wealth Advisory's WMT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Walmart Inc (WMT) in Q4 2019, closing a stake of 300 shares — an estimated $11.9K sold.

KCS Wealth Advisory first reported a position in WMT in Q3 2019 and held it in 1 quarter. The position peaked at $11.9K in Q3 2019. 2,141 funds tracked by Wall St. Rank hold WMT as of Q4 2019.

KCS Wealth Advisory reported no remaining Walmart Inc position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 300 Walmart Inc shares in Q4 2019, an estimated $11.9K.
KCS Wealth Advisory first reported a position in Walmart Inc in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Walmart Inc position peaked at $11.9K in Q3 2019.
2,141 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.