Standard Family Office’s Walmart Inc WMT Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-3,480	Closed	-$150K	–	450
2022 Q3	$150K	Buy	+3,480	New	+$152K	0.07%	53
2021 Q3	–	Sell	-171	Closed	-$8K	–	521
2021 Q2	$8K	Hold	171	–	–	﹤0.01%	262
2021 Q1	$8K	Buy	171 +3	+2%	+$139	﹤0.01%	318
2020 Q4	$8K	Buy	+168	New	+$8.16K	﹤0.01%	321

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Standard Family Office's WMT Position: Q4 2022 in Review

Standard Family Office sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 3,480 shares — an estimated $150K sold.

Standard Family Office first reported a position in WMT in Q4 2020 and held it in 4 quarters. The position peaked at $150K in Q3 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Standard Family Office reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 3,480 Walmart Inc shares in Q4 2022, an estimated $150K.
Standard Family Office first reported a position in Walmart Inc in Q4 2020 and held it in 4 quarters.
Standard Family Office's Walmart Inc position peaked at $150K in Q3 2022.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.