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Silversage Advisors’s Walmart Inc WMT Stock Holding History

Silversage 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
2020
Q3 		– Sell
-90,258
Closed -$3.48M – 31
2020
Q2 		$3.48M Buy
90,258
+32,652
+57% +$1.34M 3.62% 7
2020
Q1 		$2.18M Sell
57,606
-32,640
-36% -$1.26M 3.19% 7
2019
Q4 		$3.58M Buy
+90,246
New +$3.58M 3.78% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silversage Advisors's WMT Position: Q3 2020 in Review

Silversage Advisors sold out of Walmart Inc (WMT) in Q3 2020, closing a stake of 90,258 shares — an estimated $3.48M sold.

Silversage Advisors first reported a position in WMT in Q4 2019 and held it in 3 quarters. The position peaked at $3.58M in Q4 2019. 2,291 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

  • Silversage Advisors reported no remaining Walmart Inc position as of Q3 2020 after selling out during the quarter.
  • Silversage Advisors sold 90,258 Walmart Inc shares in Q3 2020, an estimated $3.48M.
  • Silversage Advisors first reported a position in Walmart Inc in Q4 2019 and held it in 3 quarters.
  • Silversage Advisors's Walmart Inc position peaked at $3.58M in Q4 2019.
  • 2,291 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Silversage Advisors's 13F filing for Q3 2020, filed 23 Dec 2020.