Wealthgate Family Office’s Walmart Inc WMT Stock Holding History

Wealthgate 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
2021 Q2	–	Sell	-12,210	Closed	-$553K	–	37
2021 Q1	$553K	Buy	+12,210	New	+$566K	0.75%	21

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

Wealthgate Family Office's WMT Position: Q2 2021 in Review

Wealthgate Family Office sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 12,210 shares — an estimated $553K sold.

Wealthgate Family Office first reported a position in WMT in Q1 2021 and held it in 1 quarter. The position peaked at $553K in Q1 2021. 2,498 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Wealthgate Family Office reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
Wealthgate Family Office sold 12,210 Walmart Inc shares in Q2 2021, an estimated $553K.
Wealthgate Family Office first reported a position in Walmart Inc in Q1 2021 and held it in 1 quarter.
Wealthgate Family Office's Walmart Inc position peaked at $553K in Q1 2021.
2,498 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.