Walled Lake Planning & Wealth Management’s Agilent Technologies A Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-328	Closed	-$52K	–	98
2021 Q3	$52K	Hold	328	–	–	0.03%	162
2021 Q2	$48K	Hold	328	–	–	0.03%	153
2021 Q1	$42K	Hold	328	–	–	0.03%	155
2020 Q4	$39K	Hold	328	–	–	0.03%	150
2020 Q3	$33K	Hold	328	–	–	0.03%	148
2020 Q2	$29K	Hold	328	–	–	0.02%	131
2020 Q1	$23K	Hold	328	–	–	0.02%	135
2019 Q4	$28K	Buy	+328	New	+$25.8K	0.02%	141

Other funds holding A

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's A Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Agilent Technologies (A) in Q4 2021, closing a stake of 328 shares — an estimated $52K sold.

Walled Lake Planning & Wealth Management first reported a position in A in Q4 2019 and held it in 8 quarters. The position peaked at $52K in Q3 2021. 982 funds tracked by Wall St. Rank hold A as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Agilent Technologies position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 328 Agilent Technologies shares in Q4 2021, an estimated $52K.
Walled Lake Planning & Wealth Management first reported a position in Agilent Technologies in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Agilent Technologies position peaked at $52K in Q3 2021.
982 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.