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Retirement Financial Solutions’s Walmart Inc WMT Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-99
Closed -$4.68K – 266
2022
Q4 		$4.68K Buy
+99
New +$4.7K ﹤0.01% 174

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Financial Solutions's WMT Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Walmart Inc (WMT) in Q1 2023, closing a stake of 99 shares — an estimated $4.68K sold.

Retirement Financial Solutions first reported a position in WMT in Q4 2022 and held it in 1 quarter. The position peaked at $4.68K in Q4 2022. 2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Walmart Inc position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 99 Walmart Inc shares in Q1 2023, an estimated $4.68K.
  • Retirement Financial Solutions first reported a position in Walmart Inc in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Walmart Inc position peaked at $4.68K in Q4 2022.
  • 2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.