Milestone Investment Advisors’s Walmart Inc WMT Stock Holding History

Milestone Investment 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 Q4	–	Sell	-774	Closed	-$41.3K	–	436
2023 Q3	$41.3K	Buy	+774	New	+$41.2K	0.01%	215
2023 Q2	–	Sell	-774	Closed	-$38K	–	432
2023 Q1	$38K	Buy	+774	New	+$36.7K	0.01%	228

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Investment Advisors's WMT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 774 shares — an estimated $41.3K sold.

Milestone Investment Advisors first reported a position in WMT in Q1 2023 and held it in 2 quarters. The position peaked at $41.3K in Q3 2023. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

Milestone Investment Advisors reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
Milestone Investment Advisors sold 774 Walmart Inc shares in Q4 2023, an estimated $41.3K.
Milestone Investment Advisors first reported a position in Walmart Inc in Q1 2023 and held it in 2 quarters.
Milestone Investment Advisors's Walmart Inc position peaked at $41.3K in Q3 2023.
3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.