Zynergy Retirement Planning’s Walmart Inc WMT Stock Holding History

Zynergy Retirement Planning’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
2024 Q3	–	Sell	-300	Closed	-$20.3K	–	127
2024 Q2	$20.3K	Buy	+300	New	+$18.9K	0.02%	65

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zynergy Retirement Planning's WMT Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 300 shares — an estimated $20.3K sold.

Zynergy Retirement Planning first reported a position in WMT in Q2 2024 and held it in 1 quarter. The position peaked at $20.3K in Q2 2024. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Zynergy Retirement Planning reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
Zynergy Retirement Planning sold 300 Walmart Inc shares in Q3 2024, an estimated $20.3K.
Zynergy Retirement Planning first reported a position in Walmart Inc in Q2 2024 and held it in 1 quarter.
Zynergy Retirement Planning's Walmart Inc position peaked at $20.3K in Q2 2024.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.