Walled Lake Planning & Wealth Management’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$14K	–	133
2021 Q3	$14K	Hold	200	–	–	0.01%	242
2021 Q2	$14K	Hold	200	–	–	0.01%	230
2021 Q1	$15K	Hold	200	–	–	0.01%	212
2020 Q4	$12K	Hold	200	–	–	0.01%	209
2020 Q3	$9K	Hold	200	–	–	0.01%	220
2020 Q2	$10K	Hold	200	–	–	0.01%	198
2020 Q1	$8K	Hold	200	–	–	0.01%	199
2019 Q4	$16K	Buy	+200	New	+$14.8K	0.01%	171

Other funds holding C

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Citigroup (C) in Q4 2021, closing a stake of 200 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in C in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q4 2019. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 200 Citigroup shares in Q4 2021, an estimated $14K.
Walled Lake Planning & Wealth Management first reported a position in Citigroup in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Citigroup position peaked at $16K in Q4 2019.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

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