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Legacy Wealth Partners (California)’s Walmart Inc WMT Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q1 		– Sell
-17,832
Closed -$857K – 99
2020
Q4 		$857K Buy
17,832
+1,122
+7% +$54.5K 0.54% 45
2020
Q3 		$779K Buy
+16,710
New +$743K 0.55% 38

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Wealth Partners (California)'s WMT Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of Walmart Inc (WMT) in Q1 2021, closing a stake of 17,832 shares — an estimated $857K sold.

Legacy Wealth Partners (California) first reported a position in WMT in Q3 2020 and held it in 2 quarters. The position peaked at $857K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining Walmart Inc position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 17,832 Walmart Inc shares in Q1 2021, an estimated $857K.
  • Legacy Wealth Partners (California) first reported a position in Walmart Inc in Q3 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Walmart Inc position peaked at $857K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.