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Walled Lake Planning & Wealth Management’s EOG Resources EOG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-127
Closed -$9K – 313
2021
Q1 		$9K Hold
127
– – 0.01% 238
2020
Q4 		$6K Hold
127
– – ﹤0.01% 237
2020
Q3 		$5K Hold
127
– – ﹤0.01% 250
2020
Q2 		$6K Hold
127
– – 0.01% 235
2020
Q1 		$5K Hold
127
– – ﹤0.01% 229
2019
Q4 		$11K Buy
+127
New +$9.3K 0.01% 194

Other funds holding EOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EOG Position: Q2 2021 in Review

Walled Lake Planning & Wealth Management sold out of EOG Resources (EOG) in Q2 2021, closing a stake of 127 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in EOG in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 959 funds tracked by Wall St. Rank hold EOG as of Q2 2021.

  • Walled Lake Planning & Wealth Management reported no remaining EOG Resources position as of Q2 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 127 EOG Resources shares in Q2 2021, an estimated $9K.
  • Walled Lake Planning & Wealth Management first reported a position in EOG Resources in Q4 2019 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's EOG Resources position peaked at $11K in Q4 2019.
  • 959 funds tracked by Wall St. Rank held EOG Resources as of Q2 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.