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Level Financial Advisors’s Walmart Inc WMT Stock Holding History

Level Financial 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
Q1 		– Sell
-48
Closed -$2K – 298
2022
Q4 		$2K Buy
+48
New +$2.28K ﹤0.01% 233
2022
Q3 		– Sell
-735
Closed -$30K – 353
2022
Q2 		$30K Buy
735
+90
+14% +$4.15K 0.02% 131
2022
Q1 		$32K Sell
645
-75
-10% -$3.52K 0.02% 110
2021
Q4 		$35K Buy
+720
New +$34.4K 0.03% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Level Financial Advisors's WMT Position: Q1 2023 in Review

Level Financial Advisors sold out of Walmart Inc (WMT) in Q1 2023, closing a stake of 48 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in WMT in Q4 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

  • Level Financial Advisors reported no remaining Walmart Inc position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 48 Walmart Inc shares in Q1 2023, an estimated $2K.
  • Level Financial Advisors first reported a position in Walmart Inc in Q4 2021 and held it in 4 quarters.
  • Level Financial Advisors's Walmart Inc position peaked at $35K in Q4 2021.
  • 2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.