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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's WMT Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Walmart Inc (WMT) position steady in Q1 2022 at 150 shares worth $7K. The position accounts for 0.19% of the portfolio, ranked #62.

Wealthstreet Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 18 quarters since. The position peaked at $8.9M in Q4 2020. 2,729 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

Wealthstreet Investment Advisors held 150 shares of Walmart Inc worth $7K as of Q1 2022.
Wealthstreet Investment Advisors left its Walmart Inc share count unchanged in Q1 2022.
Walmart Inc made up 0.19% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #62 holding.
Wealthstreet Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's Walmart Inc position peaked at $8.9M in Q4 2020.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.