Platte River Wealth Advisors’s Walmart Inc WMT Stock Holding History

Platte River Wealth 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
2021 Q1	–	Sell	-9,327	Closed	-$450K	–	91
2020 Q4	$450K	Buy	9,327 +1,920	+26%	+$93.2K	0.19%	70
2020 Q3	$345K	Buy	+7,407	New	+$329K	0.18%	70

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Platte River Wealth Advisors's WMT Position: Q1 2021 in Review

Platte River Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2021, closing a stake of 9,327 shares — an estimated $450K sold.

Platte River Wealth Advisors first reported a position in WMT in Q3 2020 and held it in 2 quarters. The position peaked at $450K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

Platte River Wealth Advisors reported no remaining Walmart Inc position as of Q1 2021 after selling out during the quarter.
Platte River Wealth Advisors sold 9,327 Walmart Inc shares in Q1 2021, an estimated $450K.
Platte River Wealth Advisors first reported a position in Walmart Inc in Q3 2020 and held it in 2 quarters.
Platte River Wealth Advisors's Walmart Inc position peaked at $450K in Q4 2020.
2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Platte River Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.