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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of DXC Technology (DXC) in Q4 2021, closing a stake of 2,404 shares — an estimated $81K sold.

Walled Lake Planning & Wealth Management first reported a position in DXC in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q2 2021. 537 funds tracked by Wall St. Rank hold DXC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining DXC Technology position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,404 DXC Technology shares in Q4 2021, an estimated $81K.
Walled Lake Planning & Wealth Management first reported a position in DXC Technology in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's DXC Technology position peaked at $94K in Q2 2021.
537 funds tracked by Wall St. Rank held DXC Technology as of Q4 2021.

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