WLPWM
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Walled Lake Planning & Wealth Management’s Cigna CI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-63
Closed -$13K – 137
2021
Q3 		$13K Buy
63
+4
+7% +$870 0.01% 250
2021
Q2 		$14K Hold
59
– – 0.01% 231
2021
Q1 		$14K Hold
59
– – 0.01% 219
2020
Q4 		$12K Sell
59
-736
-93% -$144K 0.01% 210
2020
Q3 		$135K Hold
795
– – 0.11% 84
2020
Q2 		$149K Buy
795
+16
+2% +$3.04K 0.12% 69
2020
Q1 		$138K Hold
779
– – 0.13% 68
2019
Q4 		$159K Buy
+779
New +$143K 0.11% 73

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return