Shine Investment Advisory Services’s Walmart Inc WMT Stock Holding History

Shine Investment Advisory Services’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 Q3	$83K	Buy	1,782 +36	+2%	+$1.6K	0.03%	218
2020 Q2	$70K	Buy	1,746 +390	+29%	+$16K	0.03%	240
2020 Q1	$51K	Hold	1,356	–	–	0.02%	265
2019 Q4	$54K	Buy	1,356 +435	+47%	+$17.3K	0.02%	305
2019 Q3	$36K	Buy	921 +594	+182%	+$22.4K	0.02%	375
2019 Q2	$12K	Hold	327	–	–	0.01%	518
2019 Q1	$11K	Hold	327	–	–	0.01%	538
2018 Q4	$10K	Hold	327	–	–	﹤0.01%	527
2018 Q3	$10K	Hold	327	–	–	0.01%	526
2018 Q2	$9K	Hold	327	–	–	﹤0.01%	547
2018 Q1	$10K	Hold	327	–	–	0.01%	534
2017 Q4	$11K	Hold	327	–	–	0.01%	524
2017 Q3	$9K	Hold	327	–	–	﹤0.01%	548
2017 Q2	$8K	Buy	+327	New	+$8.3K	﹤0.01%	561

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Shine Investment Advisory Services's WMT Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Walmart Inc (WMT) stake by 2.1% in Q3 2020, buying an estimated $1.6K and bringing the position to 1,782 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #218.

Shine Investment Advisory Services first reported a position in WMT in Q2 2017 and has held it in 14 quarters since. 2,292 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

Shine Investment Advisory Services held 1,782 shares of Walmart Inc worth $83K as of Q3 2020.
Shine Investment Advisory Services bought 36 Walmart Inc shares in Q3 2020, an estimated $1.6K.
Walmart Inc made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #218 holding.
Shine Investment Advisory Services first reported a position in Walmart Inc in Q2 2017 and has held it in 14 quarters since.
2,292 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.