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Kopp Investment Advisors’s Walmart Inc WMT Stock Holding History

Kopp 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
2019
Q2 		– Sell
-7,275
Closed -$236K – 56
2019
Q1 		$236K Hold
7,275
– – 0.19% 56
2018
Q4 		$226K Buy
+7,275
New +$233K 0.22% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kopp Investment Advisors's WMT Position: Q2 2019 in Review

Kopp Investment Advisors sold out of Walmart Inc (WMT) in Q2 2019, closing a stake of 7,275 shares — an estimated $236K sold.

Kopp Investment Advisors first reported a position in WMT in Q4 2018 and held it in 2 quarters. The position peaked at $236K in Q1 2019. 1,932 funds tracked by Wall St. Rank hold WMT as of Q2 2019.

  • Kopp Investment Advisors reported no remaining Walmart Inc position as of Q2 2019 after selling out during the quarter.
  • Kopp Investment Advisors sold 7,275 Walmart Inc shares in Q2 2019, an estimated $236K.
  • Kopp Investment Advisors first reported a position in Walmart Inc in Q4 2018 and held it in 2 quarters.
  • Kopp Investment Advisors's Walmart Inc position peaked at $236K in Q1 2019.
  • 1,932 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2019.

Based on Kopp Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.