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Oak Point Wealth Management’s Walmart Inc WMT Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-336
Closed -$11K – 257
2017
Q4 		$11K Buy
+336
New +$10.3K 0.01% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Point Wealth Management's WMT Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Walmart Inc (WMT) in Q1 2018, closing a stake of 336 shares — an estimated $11K sold.

Oak Point Wealth Management first reported a position in WMT in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 1,770 funds tracked by Wall St. Rank hold WMT as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Walmart Inc position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 336 Walmart Inc shares in Q1 2018, an estimated $11K.
  • Oak Point Wealth Management first reported a position in Walmart Inc in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Walmart Inc position peaked at $11K in Q4 2017.
  • 1,770 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.