WLPWM
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Walled Lake Planning & Wealth Management’s DXC Technology DXC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,404
Closed -$81K – 160
2021
Q3 		$81K Hold
2,404
– – 0.05% 133
2021
Q2 		$94K Buy
2,404
+172
+8% +$6.14K 0.06% 123
2021
Q1 		$70K Hold
2,232
– – 0.05% 132
2020
Q4 		$57K Hold
2,232
– – 0.04% 128
2020
Q3 		$40K Hold
2,232
– – 0.03% 138
2020
Q2 		$37K Buy
2,232
+4
+0.2% +$64 0.03% 125
2020
Q1 		$29K Buy
2,228
+1,893
+565% +$50.1K 0.03% 131
2019
Q4 		$13K Buy
+335
New +$10.9K 0.01% 183

Other funds holding DXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return