WLPWM
CRCM

Walled Lake Planning & Wealth Management’s CARE.COM, INC. CRCM Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CRCM Stock Details CRCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,095
Closed -$137K – 374
2019
Q4 		$137K Buy
+9,095
New +$109K 0.1% 80

Other funds holding CRCM

KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Walled Lake Planning & Wealth Management's CRCM Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of CARE.COM, INC. (CRCM) in Q1 2020, closing a stake of 9,095 shares — an estimated $137K sold.

Walled Lake Planning & Wealth Management first reported a position in CRCM in Q4 2019 and held it in 1 quarter. The position peaked at $137K in Q4 2019. 2 funds tracked by Wall St. Rank hold CRCM as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining CARE.COM, INC. position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 9,095 CARE.COM, INC. shares in Q1 2020, an estimated $137K.
  • Walled Lake Planning & Wealth Management first reported a position in CARE.COM, INC. in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's CARE.COM, INC. position peaked at $137K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held CARE.COM, INC. as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.