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KLR Investment Advisors’s Walmart Inc WMT Stock Holding History

KLR Investment 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
2023
Q4 		– Sell
-4,332
Closed -$214K – 205
2023
Q3 		$214K Hold
4,332
– – 0.19% 163
2023
Q2 		$227K Hold
4,332
– – 0.19% 166
2023
Q1 		$214K Hold
4,332
– – 0.19% 165
2022
Q4 		$206K Buy
+4,332
New +$206K 0.17% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KLR Investment Advisors's WMT Position: Q4 2023 in Review

KLR Investment Advisors sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 4,332 shares — an estimated $214K sold.

KLR Investment Advisors first reported a position in WMT in Q4 2022 and held it in 4 quarters. The position peaked at $227K in Q2 2023. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

  • KLR Investment Advisors reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 4,332 Walmart Inc shares in Q4 2023, an estimated $214K.
  • KLR Investment Advisors first reported a position in Walmart Inc in Q4 2022 and held it in 4 quarters.
  • KLR Investment Advisors's Walmart Inc position peaked at $227K in Q2 2023.
  • 3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.