Walled Lake Planning & Wealth Management’s Denali Therapeutics DNLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,020	Closed	-$224K	–	93
2021 Q4	$224K	Hold	5,020	–	–	0.13%	87
2021 Q3	$253K	Hold	5,020	–	–	0.16%	65
2021 Q2	$394K	Hold	5,020	–	–	0.26%	51
2021 Q1	$287K	Buy	5,020 +820	+20%	+$54.9K	0.2%	58
2020 Q4	$352K	Buy	4,200 +1,200	+40%	+$72.5K	0.27%	48
2020 Q3	$107K	Buy	+3,000	New	+$90.3K	0.09%	90

Other funds holding DNLI

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Crestline Management Fort Worth, Texas $53.5M AUM 80.67% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DNLI Position: Q1 2022 in Review

Walled Lake Planning & Wealth Management sold out of Denali Therapeutics (DNLI) in Q1 2022, closing a stake of 5,020 shares — an estimated $224K sold.

Walled Lake Planning & Wealth Management first reported a position in DNLI in Q3 2020 and held it in 6 quarters. The position peaked at $394K in Q2 2021. 190 funds tracked by Wall St. Rank hold DNLI as of Q1 2022.

Walled Lake Planning & Wealth Management reported no remaining Denali Therapeutics position as of Q1 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 5,020 Denali Therapeutics shares in Q1 2022, an estimated $224K.
Walled Lake Planning & Wealth Management first reported a position in Denali Therapeutics in Q3 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Denali Therapeutics position peaked at $394K in Q2 2021.
190 funds tracked by Wall St. Rank held Denali Therapeutics as of Q1 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.