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Pathway Financial Advisors’s Walmart Inc WMT Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-189
Closed -$5K – 385
2018
Q2 		$5K Hold
189
– – ﹤0.01% 388
2018
Q1 		$6K Hold
189
– – ﹤0.01% 401
2017
Q4 		$6K Buy
+189
New +$5.78K ﹤0.01% 403

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pathway Financial Advisors's WMT Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Walmart Inc (WMT) in Q3 2018, closing a stake of 189 shares — an estimated $5K sold.

Pathway Financial Advisors first reported a position in WMT in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 1,803 funds tracked by Wall St. Rank hold WMT as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Walmart Inc position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 189 Walmart Inc shares in Q3 2018, an estimated $5K.
  • Pathway Financial Advisors first reported a position in Walmart Inc in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Walmart Inc position peaked at $6K in Q1 2018.
  • 1,803 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.