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Level Four Financial’s Walmart Inc WMT Stock Holding History

Level Four Financial’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
Q3 		$1K Hold
1,500
– – ﹤0.01% 298
2021
Q2 		$2K Buy
+1,500
New +$69.9K ﹤0.01% 320

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

Level Four Financial's WMT Position: Q3 2021 in Review

Level Four Financial increased its Walmart Inc (WMT) stake by 2.4% in Q3 2021, buying an estimated $43.4K and bringing the position to 38,574 shares worth $1.79M. The position accounts for 0.78% of the portfolio, ranked #29.

Level Four Financial first reported a position in WMT in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.93M in Q4 2020. 2,483 funds tracked by Wall St. Rank hold WMT as of Q3 2021.

  • Level Four Financial held 38,574 shares of Walmart Inc worth $1.79M as of Q3 2021.
  • Level Four Financial bought 900 Walmart Inc shares in Q3 2021, an estimated $43.4K.
  • Walmart Inc made up 0.78% of Level Four Financial's portfolio in Q3 2021, its #29 holding.
  • Level Four Financial first reported a position in Walmart Inc in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Walmart Inc position peaked at $1.93M in Q4 2020.
  • 2,483 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.