MA Private Wealth’s Walmart Inc WMT Stock Holding History

MA Private Wealth’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	–	Sell	-4,287	Closed	-$202K	–	95
2021 Q2	$202K	Buy	+4,287	New	+$200K	0.04%	90

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MA Private Wealth's WMT Position: Q3 2021 in Review

MA Private Wealth sold out of Walmart Inc (WMT) in Q3 2021, closing a stake of 4,287 shares — an estimated $202K sold.

MA Private Wealth first reported a position in WMT in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 2,482 funds tracked by Wall St. Rank hold WMT as of Q3 2021.

MA Private Wealth reported no remaining Walmart Inc position as of Q3 2021 after selling out during the quarter.
MA Private Wealth sold 4,287 Walmart Inc shares in Q3 2021, an estimated $202K.
MA Private Wealth first reported a position in Walmart Inc in Q2 2021 and held it in 1 quarter.
MA Private Wealth's Walmart Inc position peaked at $202K in Q2 2021.
2,482 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2021.

Based on MA Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.