Walled Lake Planning & Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,700	Closed	-$38K	–	171
2021 Q3	$38K	Hold	2,700	–	–	0.02%	180
2021 Q2	$40K	Buy	2,700 +1,000	+59%	+$13.3K	0.03%	163
2021 Q1	$21K	Hold	1,700	–	–	0.01%	194
2020 Q4	$15K	Buy	1,700 +400	+31%	+$3.35K	0.01%	196
2020 Q3	$9K	Hold	1,300	–	–	0.01%	221
2020 Q2	$8K	Hold	1,300	–	–	0.01%	214
2020 Q1	$6K	Hold	1,300	–	–	0.01%	217
2019 Q4	$12K	Buy	+1,300	New	+$11.7K	0.01%	187

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Ford (F) in Q4 2021, closing a stake of 2,700 shares — an estimated $38K sold.

Walled Lake Planning & Wealth Management first reported a position in F in Q4 2019 and held it in 8 quarters. The position peaked at $40K in Q2 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Ford position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,700 Ford shares in Q4 2021, an estimated $38K.
Walled Lake Planning & Wealth Management first reported a position in Ford in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Ford position peaked at $40K in Q2 2021.
1,623 funds tracked by Wall St. Rank held Ford as of Q4 2021.

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