Regal Wealth Group’s Walmart Inc WMT Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-1,809	Closed	-$82K	–	243
2021 Q1	$82K	Buy	1,809 +1,209	+202%	+$56K	0.05%	71
2020 Q4	$29K	Hold	600	–	–	0.02%	118
2020 Q3	$28K	Buy	600 +3	+0.5%	+$133	0.02%	109
2020 Q2	$24K	Sell	597 -3	-0.5%	-$123	0.02%	115
2020 Q1	$23K	Buy	600 +3	+0.5%	+$115	0.02%	97
2019 Q4	$24K	Buy	597 +3	+0.5%	+$119	0.02%	116
2019 Q3	$24K	Hold	594	–	–	0.02%	100
2019 Q2	$22K	Buy	+594	New	+$20.5K	0.02%	101

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

Norges Bank Oslo, Norway $935B AUM

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

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

Regal Wealth Group's WMT Position: Q2 2021 in Review

Regal Wealth Group sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 1,809 shares — an estimated $82K sold.

Regal Wealth Group first reported a position in WMT in Q2 2019 and held it in 8 quarters. The position peaked at $82K in Q1 2021. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Regal Wealth Group reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 1,809 Walmart Inc shares in Q2 2021, an estimated $82K.
Regal Wealth Group first reported a position in Walmart Inc in Q2 2019 and held it in 8 quarters.
Regal Wealth Group's Walmart Inc position peaked at $82K in Q1 2021.
2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.