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ShoreHaven Wealth Partners’s Walmart Inc WMT Stock Holding History

ShoreHaven Wealth Partners’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
-1,026
Closed -$46K – 257
2021
Q1 		$46K Buy
1,026
+423
+70% +$19.6K 0.02% 121
2020
Q4 		$29K Buy
+603
New +$29.3K 0.02% 138

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ShoreHaven Wealth Partners's WMT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 1,026 shares — an estimated $46K sold.

ShoreHaven Wealth Partners first reported a position in WMT in Q4 2020 and held it in 2 quarters. The position peaked at $46K in Q1 2021. 2,499 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,026 Walmart Inc shares in Q2 2021, an estimated $46K.
  • ShoreHaven Wealth Partners first reported a position in Walmart Inc in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Walmart Inc position peaked at $46K in Q1 2021.
  • 2,499 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.