Rockwood Wealth Management’s Walmart Inc WMT Stock Holding History

Rockwood 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
2022 Q1	–	Sell	-5,907	Closed	-$285K	–	124
2021 Q4	$285K	Buy	+5,907	New	+$282K	0.13%	91

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

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

Norges Bank Oslo, Norway $935B AUM

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Rockwood Wealth Management's WMT Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Walmart Inc (WMT) in Q1 2022, closing a stake of 5,907 shares — an estimated $285K sold.

Rockwood Wealth Management first reported a position in WMT in Q4 2021 and held it in 1 quarter. The position peaked at $285K in Q4 2021. 2,730 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

Rockwood Wealth Management reported no remaining Walmart Inc position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 5,907 Walmart Inc shares in Q1 2022, an estimated $285K.
Rockwood Wealth Management first reported a position in Walmart Inc in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Walmart Inc position peaked at $285K in Q4 2021.
2,730 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.