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

Point View 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
2020
Q4 		$2.42M Buy
50,331
+2,559
+5% +$124K 0.98% 19
2020
Q3 		$2.23M Sell
47,772
-2,235
-4% -$99.4K 1.05% 18
2020
Q2 		$2M Sell
50,007
-4,287
-8% -$176K 0.96% 22
2020
Q1 		$2.06M Sell
54,294
-1,338
-2% -$51.5K 1.13% 14
2019
Q4 		$2.2M Sell
55,632
-1,221
-2% -$48.5K 0.91% 25
2019
Q3 		$2.25M Sell
56,853
-6,108
-10% -$231K 1.02% 20
2019
Q2 		$2.32M Sell
62,961
-1,467
-2% -$50.6K 0.99% 21
2019
Q1 		$2.1M Sell
64,428
-1,401
-2% -$45.4K 0.93% 26
2018
Q4 		$2.04M Sell
65,829
-618
-0.9% -$19.8K 1.03% 19
2018
Q3 		$2.08M Sell
66,447
-312
-0.5% -$9.54K 0.92% 24
2018
Q2 		$1.91M Sell
66,759
-219
-0.3% -$6.23K 0.89% 31
2018
Q1 		$1.99M Sell
66,978
-1,317
-2% -$42.4K 0.95% 25
2017
Q4 		$2.25M Sell
68,295
-3,237
-5% -$99K 1.07% 18
2017
Q3 		$1.86M Sell
71,532
-2,952
-4% -$77.4K 0.9% 24
2017
Q2 		$1.88M Buy
74,484
+2,424
+3% +$61.5K 0.93% 22
2017
Q1 		$1.73M Buy
72,060
+123
+0.2% +$2.83K 0.89% 23
2016
Q4 		$1.66M Sell
71,937
-5,154
-7% -$120K 0.95% 22
2016
Q3 		$1.85M Sell
77,091
-822
-1% -$19.9K 1.1% 16
2016
Q2 		$1.9M Sell
77,913
-105
-0.1% -$2.43K 1.15% 15
2016
Q1 		$1.78M Buy
78,018
+9,951
+15% +$218K 1.15% 15
2015
Q4 		$1.39M Buy
68,067
+30,246
+80% +$607K 1.01% 24
2015
Q3 		$817K Buy
37,821
+22,719
+150% +$521K 0.65% 52
2015
Q2 		$357K Buy
15,102
+4,269
+39% +$109K 0.28% 124
2015
Q1 		$297K Buy
10,833
+918
+9% +$26K 0.23% 144
2014
Q4 		$284K Sell
9,915
-105
-1% -$2.84K 0.21% 142
2014
Q3 		$255K Buy
10,020
+105
+1% +$2.65K 0.22% 148
2014
Q2 		$248K Hold
9,915
– – 0.22% 152
2014
Q1 		$253K Hold
9,915
– – 0.23% 141
2013
Q4 		$260K Buy
+9,915
New +$256K 0.25% 136

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point View Wealth Management's WMT Position: Q4 2020 in Review

Point View Wealth Management increased its Walmart Inc (WMT) stake by 5.4% in Q4 2020, buying an estimated $124K and bringing the position to 50,331 shares worth $2.42M. The position accounts for 0.98% of the portfolio, ranked #19.

Point View Wealth Management first reported a position in WMT in Q4 2013 and has held it in 29 quarters since. 2,512 funds tracked by Wall St. Rank hold WMT as of Q4 2020.

  • Point View Wealth Management held 50,331 shares of Walmart Inc worth $2.42M as of Q4 2020.
  • Point View Wealth Management bought 2,559 Walmart Inc shares in Q4 2020, an estimated $124K.
  • Walmart Inc made up 0.98% of Point View Wealth Management's portfolio in Q4 2020, its #19 holding.
  • Point View Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 29 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.