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Surevest’s Walmart Inc WMT Stock Holding History

Surevest’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
Q3 		$17K Sell
387
-69
-15% -$3.02K ﹤0.01% 255
2022
Q2 		$18K Buy
456
+150
+49% +$6.92K ﹤0.01% 275
2022
Q1 		$15K Hold
306
– – ﹤0.01% 258
2021
Q4 		$15K Buy
+306
New +$14.6K ﹤0.01% 262

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's WMT Position: Q3 2022 in Review

Surevest reduced its Walmart Inc (WMT) stake by 15% in Q3 2022, selling an estimated $3.02K and leaving 387 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Surevest first reported a position in WMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • Surevest held 387 shares of Walmart Inc worth $17K as of Q3 2022.
  • Surevest sold 69 Walmart Inc shares in Q3 2022, an estimated $3.02K.
  • Walmart Inc made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #255 holding.
  • Surevest first reported a position in Walmart Inc in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Walmart Inc position peaked at $18K in Q2 2022.
  • 2,600 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.