West Financial Advisors’s Walmart Inc WMT Stock Holding History

West Financial 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
2023 Q2	–	Sell	-3,408	Closed	-$167K	–	203
2023 Q1	$167K	Buy	+3,408	New	+$162K	0.04%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

West Financial Advisors's WMT Position: Q2 2023 in Review

West Financial Advisors sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 3,408 shares — an estimated $167K sold.

West Financial Advisors first reported a position in WMT in Q1 2023 and held it in 1 quarter. The position peaked at $167K in Q1 2023. 2,877 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

West Financial Advisors reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
West Financial Advisors sold 3,408 Walmart Inc shares in Q2 2023, an estimated $167K.
West Financial Advisors first reported a position in Walmart Inc in Q1 2023 and held it in 1 quarter.
West Financial Advisors's Walmart Inc position peaked at $167K in Q1 2023.
2,877 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.