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NEXT Financial Holdings’s Walmart Inc WMT Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$443K Buy
+13,623
New +$442K 0.11% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's WMT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Walmart Inc (WMT) in Q1 2019: 13,623 shares worth $443K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

  • NEXT Financial Holdings held 13,623 shares of Walmart Inc worth $443K as of Q1 2019.
  • Walmart Inc was a new NEXT Financial Holdings position in Q1 2019.
  • Walmart Inc made up 0.11% of NEXT Financial Holdings's portfolio in Q1 2019, its #141 holding.
  • 1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.