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OptiFour Integrated Wealth Management’s Walmart Inc WMT Stock Holding History

OptiFour Integrated 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
2019
Q3 		– Sell
-6,531
Closed -$241K – 78
2019
Q2 		$241K Buy
+6,531
New +$225K 0.17% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OptiFour Integrated Wealth Management's WMT Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of Walmart Inc (WMT) in Q3 2019, closing a stake of 6,531 shares — an estimated $241K sold.

OptiFour Integrated Wealth Management first reported a position in WMT in Q2 2019 and held it in 1 quarter. The position peaked at $241K in Q2 2019. 1,966 funds tracked by Wall St. Rank hold WMT as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining Walmart Inc position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 6,531 Walmart Inc shares in Q3 2019, an estimated $241K.
  • OptiFour Integrated Wealth Management first reported a position in Walmart Inc in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Walmart Inc position peaked at $241K in Q2 2019.
  • 1,966 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.