Ten Capital Wealth Advisors’s Walmart Inc WMT Stock Holding History

Ten Capital 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
2023 Q2	$214K	Buy	4,089 +975	+31%	+$49.2K	0.06%	124
2023 Q1	$153K	Buy	3,114 +369	+13%	+$17.5K	0.05%	129
2022 Q4	$130K	Sell	2,745 -231	-8%	-$11K	0.05%	112
2022 Q3	$129K	Sell	2,976 -24	-0.8%	-$1.05K	0.06%	103
2022 Q2	$122K	Buy	3,000 +78	+3%	+$3.6K	0.05%	111
2022 Q1	$145K	Buy	2,922 +1,290	+79%	+$60.6K	0.06%	94
2021 Q4	$79K	Buy	1,632 +300	+23%	+$14.3K	0.03%	103
2021 Q3	$62K	Buy	1,332 +1,032	+344%	+$49.7K	0.03%	119
2021 Q2	$14K	Buy	+300	New	+$14K	﹤0.01%	285
2021 Q1	–	Sell	-1,317	Closed	-$63K	–	407
2020 Q4	$63K	Buy	+1,317	New	+$64K	0.02%	156

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ten Capital Wealth Advisors's WMT Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Walmart Inc (WMT) stake by 31% in Q2 2023, buying an estimated $49.2K and bringing the position to 4,089 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #124.

Ten Capital Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Ten Capital Wealth Advisors held 4,089 shares of Walmart Inc worth $214K as of Q2 2023.
Ten Capital Wealth Advisors bought 975 Walmart Inc shares in Q2 2023, an estimated $49.2K.
Walmart Inc made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #124 holding.
Ten Capital Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.