My Personal CFO LLC’s Walmart Inc WMT Stock Holding History

My Personal CFO LLC’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	-522	Closed	-$24.7K	–	835
2022 Q4	$24.7K	Buy	+522	New	+$24.8K	0.02%	182

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

My Personal CFO LLC's WMT Position: Q1 2023 in Review

My Personal CFO LLC sold out of Walmart Inc (WMT) in Q1 2023, closing a stake of 522 shares — an estimated $24.7K sold.

My Personal CFO LLC first reported a position in WMT in Q4 2022 and held it in 1 quarter. The position peaked at $24.7K in Q4 2022. 2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

My Personal CFO LLC reported no remaining Walmart Inc position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 522 Walmart Inc shares in Q1 2023, an estimated $24.7K.
My Personal CFO LLC first reported a position in Walmart Inc in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Walmart Inc position peaked at $24.7K in Q4 2022.
2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.