Smith Group Large Cap Core Growth Fund WMT Holdings History
Number of Shares
9,270.00
Current Holdings Value*
$351,090.00
% of Portfolio
3.59%
Total Estimate Gain
$555,180.30
% of Total Estimate Gain
155.68%
Smith Group Large Cap Core Growth Fund's Walmart Inc Holding Summary
As of 2020-03-31, Managed Portfolio Series held 9,270.00 shares of Walmart Inc(WMT), totaling $351,090.00. This investment constitutes 3.59% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q1. Based on historical transaction data and WMT's current price of $98.36, Smith Group Large Cap Core Growth Fund's estimated gain on his WMT holdings is $555,180.30, reflecting a 155.68% gain to date.
Smith Group Large Cap Core Growth Fund WMT ($98.36) Holding Chart
Smith Group Large Cap Core Growth Fund WMT ($98.36) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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