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Walled Lake Planning & Wealth Management’s Acadia Pharmaceuticals ACAD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ACAD Stock Details ACAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,808
Closed -$30K – 101
2021
Q3 		$30K Hold
1,808
– – 0.02% 193
2021
Q2 		$44K Hold
1,808
– – 0.03% 158
2021
Q1 		$47K Buy
+1,808
New +$79.6K 0.03% 147

Other funds holding ACAD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Acadia Pharmaceuticals (ACAD) in Q4 2021, closing a stake of 1,808 shares — an estimated $30K sold.

Walled Lake Planning & Wealth Management first reported a position in ACAD in Q1 2021 and held it in 3 quarters. The position peaked at $47K in Q1 2021. 247 funds tracked by Wall St. Rank hold ACAD as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Acadia Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,808 Acadia Pharmaceuticals shares in Q4 2021, an estimated $30K.
  • Walled Lake Planning & Wealth Management first reported a position in Acadia Pharmaceuticals in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Acadia Pharmaceuticals position peaked at $47K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Acadia Pharmaceuticals as of Q4 2021.

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