Walled Lake Planning & Wealth Management’s 3D Systems Corp DDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-230	Closed	-$6K	–	148
2021 Q3	$6K	Hold	230	–	–	﹤0.01%	280
2021 Q2	$9K	Hold	230	–	–	0.01%	246
2021 Q1	$6K	Sell	230 -287	-56%	-$9.49K	﹤0.01%	257
2020 Q4	$5K	Hold	517	–	–	﹤0.01%	247
2020 Q3	$3K	Hold	517	–	–	﹤0.01%	274
2020 Q2	$4K	Hold	517	–	–	﹤0.01%	250
2020 Q1	$4K	Hold	517	–	–	﹤0.01%	242
2019 Q4	$5K	Buy	+517	New	+$4.49K	﹤0.01%	230

Other funds holding DDD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of 3D Systems Corp (DDD) in Q4 2021, closing a stake of 230 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in DDD in Q4 2019 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 284 funds tracked by Wall St. Rank hold DDD as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining 3D Systems Corp position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 230 3D Systems Corp shares in Q4 2021, an estimated $6K.
Walled Lake Planning & Wealth Management first reported a position in 3D Systems Corp in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's 3D Systems Corp position peaked at $9K in Q2 2021.
284 funds tracked by Wall St. Rank held 3D Systems Corp as of Q4 2021.

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