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Sound View Wealth Advisors’s Walmart Inc WMT Stock Holding History

Sound View Wealth 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
2019
Q1 		$2.04M Sell
62,814
-1,071
-2% -$34.7K 0.64% 50
2018
Q4 		$1.98M Buy
+63,885
New +$2.05M 0.72% 40

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound View Wealth Advisors's WMT Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.7% in Q1 2019, selling an estimated $34.7K and leaving 62,814 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #50.

Sound View Wealth Advisors first reported a position in WMT in Q4 2018 and has held it in 2 quarters since. 1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

  • Sound View Wealth Advisors held 62,814 shares of Walmart Inc worth $2.04M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,071 Walmart Inc shares in Q1 2019, an estimated $34.7K.
  • Walmart Inc made up 0.64% of Sound View Wealth Advisors's portfolio in Q1 2019, its #50 holding.
  • Sound View Wealth Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 2 quarters since.
  • 1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.