Win Advisors’s Walmart Inc WMT Stock Holding History

Win 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 Q1	–	Sell	-2,484	Closed	-$117K	–	148
2022 Q4	$117K	Buy	2,484 +1,968	+381%	+$93.5K	0.04%	17
2022 Q3	$22K	Buy	516 +12	+2%	+$526	0.01%	60
2022 Q2	$21K	Buy	504 +180	+56%	+$8.3K	0.04%	83
2022 Q1	$16K	Buy	+324	New	+$15.2K	﹤0.01%	121

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Win Advisors's WMT Position: Q1 2023 in Review

Win Advisors sold out of Walmart Inc (WMT) in Q1 2023, closing a stake of 2,484 shares — an estimated $117K sold.

Win Advisors first reported a position in WMT in Q1 2022 and held it in 4 quarters. The position peaked at $117K in Q4 2022. 2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

Win Advisors reported no remaining Walmart Inc position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 2,484 Walmart Inc shares in Q1 2023, an estimated $117K.
Win Advisors first reported a position in Walmart Inc in Q1 2022 and held it in 4 quarters.
Win Advisors's Walmart Inc position peaked at $117K in Q4 2022.
2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.