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WIA
Wealthstreet Investment Advisors’s
Walmart Inc
WMT
Stock Holding History
Wealthstreet Investment 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
2022
Q1
$7K
Hold
150
–
–
0.19%
62
2021
Q4
$7K
Hold
150
–
–
0.17%
63
2021
Q3
$7K
Hold
150
–
–
0.19%
62
2021
Q2
$7K
Sell
150
-185,427
-100%
-$8.64M
0.04%
86
2021
Q1
$8.4M
Buy
185,577
+270
+0.1%
+$12.5K
0.82%
30
2020
Q4
$8.9M
Sell
185,307
-300
-0.2%
-$14.6K
0.9%
24
2020
Q3
$8.66M
Buy
185,607
+675
+0.4%
+$30K
0.97%
26
2020
Q2
$7.38M
Buy
184,932
+600
+0.3%
+$24.7K
0.9%
28
2020
Q1
$6.98M
Sell
184,332
-5,700
-3%
-$219K
1.03%
25
2019
Q4
$7.53M
Hold
190,032
–
–
0.88%
29
2019
Q3
$7.42M
Sell
190,032
-2,400
-1%
-$90.6K
0.95%
27
2019
Q2
$7.09M
Buy
192,432
+4,548
+2%
+$157K
0.92%
30
2019
Q1
$6.11M
Sell
187,884
-4,500
-2%
-$146K
0.81%
33
2018
Q4
$6.22M
Sell
192,384
-11,850
-6%
-$380K
0.87%
30
2018
Q3
$6.39M
Sell
204,234
-1,599
-0.8%
-$48.9K
0.79%
34
2018
Q2
$5.88M
Sell
205,833
-32,700
-14%
-$930K
0.78%
32
2018
Q1
$7.07M
Buy
238,533
+2,205
+0.9%
+$70.9K
0.89%
26
2017
Q4
$7.78M
Buy
+236,328
New
+$7.23M
0.94%
23
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
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$865B AUM
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1-Year Est. Return
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$935B AUM
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
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$63.1B AUM
23.07%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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