Squar Milner Financial Services’s Walmart Inc WMT Stock Holding History

Squar Milner Financial 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	–	Sell	-20,154	Closed	-$805K	–	199
2020 Q2	$805K	Buy	20,154 +1,536	+8%	+$63.2K	0.46%	55
2020 Q1	$705K	Sell	18,618 -3,978	-18%	-$153K	0.42%	44
2019 Q4	$895K	Buy	22,596 +2,388	+12%	+$94.8K	0.45%	35
2019 Q3	$942K	Buy	20,208 +2,556	+14%	+$96.5K	0.48%	54
2019 Q2	$650K	Buy	17,652 +5,982	+51%	+$206K	0.44%	44
2019 Q1	$379K	Buy	11,670 +1,905	+20%	+$61.8K	0.28%	80
2018 Q4	$303K	Hold	9,765	–	–	0.29%	88
2018 Q3	$306K	Sell	9,765 -2,400	-20%	-$73.4K	0.28%	96
2018 Q2	$347K	Buy	12,165 +150	+1%	+$4.26K	0.31%	86
2018 Q1	$356K	Hold	12,015	–	–	0.45%	73
2017 Q4	$439K	Buy	+12,015	New	+$368K	0.53%	59

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

Squar Milner Financial Services's WMT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Walmart Inc (WMT) in Q3 2020, closing a stake of 20,154 shares — an estimated $805K sold.

Squar Milner Financial Services first reported a position in WMT in Q4 2017 and held it in 11 quarters. The position peaked at $942K in Q3 2019. 2,292 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

Squar Milner Financial Services reported no remaining Walmart Inc position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 20,154 Walmart Inc shares in Q3 2020, an estimated $805K.
Squar Milner Financial Services first reported a position in Walmart Inc in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Walmart Inc position peaked at $942K in Q3 2019.
2,292 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.