Lountzis Asset Management’s Walmart Inc WMT Stock Holding History

Lountzis Asset Management’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 Q4	–	Sell	-204	Closed	-$9.48K	–	93
2021 Q3	$9.48K	Hold	204	–	–	0.01%	74
2021 Q2	$9K	Hold	204	–	–	0.01%	73
2021 Q1	$9.27K	Hold	204	–	–	0.01%	73
2020 Q4	$10K	Hold	204	–	–	0.01%	72
2020 Q3	$10K	Hold	204	–	–	0.01%	61
2020 Q2	$8K	Buy	+204	New	+$8.39K	0.01%	63

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lountzis Asset Management's WMT Position: Q4 2021 in Review

Lountzis Asset Management sold out of Walmart Inc (WMT) in Q4 2021, closing a stake of 204 shares — an estimated $9.48K sold.

Lountzis Asset Management first reported a position in WMT in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 2,729 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

Lountzis Asset Management reported no remaining Walmart Inc position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 204 Walmart Inc shares in Q4 2021, an estimated $9.48K.
Lountzis Asset Management first reported a position in Walmart Inc in Q2 2020 and held it in 6 quarters.
Lountzis Asset Management's Walmart Inc position peaked at $10K in Q4 2020.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.