RGT Wealth Advisors’s Walmart Inc WMT Stock Holding History

RGT 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
2022 Q3	–	Sell	-4,998	Closed	-$203K	–	137
2022 Q2	$203K	Buy	+4,998	New	+$230K	0.03%	77
2022 Q1	–	Sell	-150	Closed	-$7K	–	333
2021 Q4	$7K	Buy	+150	New	+$7.16K	﹤0.01%	244
2018 Q2	–	Sell	-11,934	Closed	-$354K	–	91
2018 Q1	$354K	Buy	11,934 +1,257	+12%	+$40.4K	0.17%	56
2017 Q4	$351K	Buy	10,677 +93	+0.9%	+$2.85K	0.19%	55
2017 Q3	$276K	Sell	10,584 -2,517	-19%	-$66K	0.18%	63
2017 Q2	$330K	Buy	+13,101	New	+$333K	0.23%	48
2017 Q1	–	Sell	-16,434	Closed	-$379K	–	139
2016 Q4	$379K	Buy	16,434 +1,740	+12%	+$40.6K	0.21%	59
2016 Q3	$353K	Buy	+14,694	New	+$356K	0.22%	63

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's WMT Position: Q3 2022 in Review

RGT Wealth Advisors sold out of Walmart Inc (WMT) in Q3 2022, closing a stake of 4,998 shares — an estimated $203K sold.

RGT Wealth Advisors first reported a position in WMT in Q3 2016 and held it in 8 quarters. The position peaked at $379K in Q4 2016. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

RGT Wealth Advisors reported no remaining Walmart Inc position as of Q3 2022 after selling out during the quarter.
RGT Wealth Advisors sold 4,998 Walmart Inc shares in Q3 2022, an estimated $203K.
RGT Wealth Advisors first reported a position in Walmart Inc in Q3 2016 and held it in 8 quarters.
RGT Wealth Advisors's Walmart Inc position peaked at $379K in Q4 2016.
2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.