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Walled Lake Planning & Wealth Management’s Corteva CTVA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CTVA Stock Details CTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-79
Closed -$2K – 328
2019
Q4 		$2K Buy
+79
New +$2.09K ﹤0.01% 257

Other funds holding CTVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Corteva (CTVA) in Q1 2020, closing a stake of 79 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in CTVA in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 902 funds tracked by Wall St. Rank hold CTVA as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Corteva position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 79 Corteva shares in Q1 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Corteva in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Corteva position peaked at $2K in Q4 2019.
  • 902 funds tracked by Wall St. Rank held Corteva as of Q1 2020.

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