SkyView Investment Advisors’s Walmart Inc WMT Stock Holding History

SkyView Investment 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
2023 Q4	–	Sell	-225	Closed	-$12K	–	490
2023 Q3	$12K	Sell	225 -8,271	-97%	-$440K	﹤0.01%	350
2023 Q2	$445K	Sell	8,496 -93	-1%	-$4.69K	0.11%	240
2023 Q1	$422K	Buy	8,589 +255	+3%	+$12.1K	0.1%	245
2022 Q4	$394K	Sell	8,334 -3,870	-32%	-$184K	0.12%	238
2022 Q3	$528K	Sell	12,204 -831	-6%	-$36.4K	0.15%	205
2022 Q2	$528K	Sell	13,035 -150	-1%	-$6.92K	0.14%	217
2022 Q1	$657K	Sell	13,185 -6,648	-34%	-$312K	0.16%	195
2021 Q4	$956K	Buy	19,833 +120	+0.6%	+$5.73K	0.21%	123
2021 Q3	$916K	Sell	19,713 -3,159	-14%	-$152K	0.26%	107
2021 Q2	$1.04M	Hold	22,872	–	–	0.48%	55
2021 Q1	$1.04M	Sell	22,872 -1,602	-7%	-$74.2K	0.46%	57
2020 Q4	$1.18M	Buy	+24,474	New	+$1.19M	0.55%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SkyView Investment Advisors's WMT Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 225 shares — an estimated $12K sold.

SkyView Investment Advisors first reported a position in WMT in Q4 2020 and held it in 12 quarters. The position peaked at $1.18M in Q4 2020. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

SkyView Investment Advisors reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 225 Walmart Inc shares in Q4 2023, an estimated $12K.
SkyView Investment Advisors first reported a position in Walmart Inc in Q4 2020 and held it in 12 quarters.
SkyView Investment Advisors's Walmart Inc position peaked at $1.18M in Q4 2020.
3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.