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Walled Lake Planning & Wealth Management’s eBay EBAY Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio EBAY Stock Details EBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-832
Closed -$58K – 161
2021
Q3 		$58K Buy
832
+2
+0.2% +$143 0.04% 157
2021
Q2 		$58K Buy
830
+1
+0.1% +$63 0.04% 149
2021
Q1 		$51K Buy
829
+2
+0.2% +$116 0.04% 144
2020
Q4 		$42K Buy
827
+1
+0.1% +$51 0.03% 145
2020
Q3 		$43K Buy
826
+2
+0.2% +$110 0.03% 131
2020
Q2 		$43K Buy
824
+1
+0.1% +$42 0.04% 120
2020
Q1 		$25K Buy
823
+3
+0.4% +$104 0.02% 134
2019
Q4 		$30K Buy
+820
New +$29.7K 0.02% 138

Other funds holding EBAY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of eBay (EBAY) in Q4 2021, closing a stake of 832 shares — an estimated $58K sold.

Walled Lake Planning & Wealth Management first reported a position in EBAY in Q4 2019 and held it in 8 quarters. The position peaked at $58K in Q3 2021. 1,115 funds tracked by Wall St. Rank hold EBAY as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining eBay position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 832 eBay shares in Q4 2021, an estimated $58K.
  • Walled Lake Planning & Wealth Management first reported a position in eBay in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's eBay position peaked at $58K in Q3 2021.
  • 1,115 funds tracked by Wall St. Rank held eBay as of Q4 2021.

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