WealthOne’s Walmart Inc WMT Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-1,353	Closed	-$42K	–	552
2018 Q4	$42K	Buy	+1,353	New	+$43.4K	0.04%	190

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's WMT Position: Q1 2019 in Review

WealthOne sold out of Walmart Inc (WMT) in Q1 2019, closing a stake of 1,353 shares — an estimated $42K sold.

WealthOne first reported a position in WMT in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 1,922 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

WealthOne reported no remaining Walmart Inc position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,353 Walmart Inc shares in Q1 2019, an estimated $42K.
WealthOne first reported a position in Walmart Inc in Q4 2018 and held it in 1 quarter.
WealthOne's Walmart Inc position peaked at $42K in Q4 2018.
1,922 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.