Wealthcare Capital Management’s Walmart Inc WMT Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-513	Closed	-$23K	–	675
2021 Q1	$23K	Buy	+513	New	+$23.8K	﹤0.01%	201
2020 Q1	–	Sell	-306	Closed	-$12K	–	655
2019 Q4	$12K	Buy	+306	New	+$12.2K	﹤0.01%	173
2017 Q4	–	Sell	-57	Closed	-$1K	–	239
2017 Q3	$1K	Hold	57	–	–	﹤0.01%	181
2017 Q2	$1K	Hold	57	–	–	﹤0.01%	174
2017 Q1	$1K	Hold	57	–	–	﹤0.01%	183
2016 Q4	$1K	Hold	57	–	–	﹤0.01%	181
2016 Q3	$1K	Hold	57	–	–	﹤0.01%	193
2016 Q2	$1K	Hold	57	–	–	﹤0.01%	194
2016 Q1	$1K	Hold	57	–	–	﹤0.01%	202
2015 Q4	$1K	Sell	57 -2,100	-97%	-$42.1K	﹤0.01%	212
2015 Q3	$47K	Sell	2,157 -162	-7%	-$3.72K	0.01%	94
2015 Q2	$55K	Sell	2,319 -600	-21%	-$15.3K	0.01%	99
2015 Q1	$80K	Buy	2,919 +762	+35%	+$21.6K	0.01%	177
2014 Q4	$62K	Buy	2,157 +57	+3%	+$1.54K	0.01%	77
2014 Q3	$54K	Hold	2,100	–	–	0.01%	82
2014 Q2	$53K	Sell	2,100 -177	-8%	-$4.55K	0.01%	80
2014 Q1	$58K	Hold	2,277	–	–	0.01%	74
2013 Q4	$60K	Hold	2,277	–	–	0.01%	42
2013 Q3	$56K	Buy	2,277 +3	+0.1%	+$76	0.01%	39
2013 Q2	$56K	Buy	+2,274	New	+$58.3K	0.01%	39

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthcare Capital Management's WMT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 513 shares — an estimated $23K sold.

Wealthcare Capital Management first reported a position in WMT in Q2 2013 and held it in 20 quarters. The position peaked at $80K in Q1 2015. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Wealthcare Capital Management reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 513 Walmart Inc shares in Q2 2021, an estimated $23K.
Wealthcare Capital Management first reported a position in Walmart Inc in Q2 2013 and held it in 20 quarters.
Wealthcare Capital Management's Walmart Inc position peaked at $80K in Q1 2015.
2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.