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Walled Lake Planning & Wealth Management’s Five Below FIVE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-266
Closed -$47K – 176
2021
Q3 		$47K Buy
+266
New +$53K 0.03% 167

Other funds holding FIVE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Five Below (FIVE) in Q4 2021, closing a stake of 266 shares — an estimated $47K sold.

Walled Lake Planning & Wealth Management first reported a position in FIVE in Q3 2021 and held it in 1 quarter. The position peaked at $47K in Q3 2021. 457 funds tracked by Wall St. Rank hold FIVE as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Five Below position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 266 Five Below shares in Q4 2021, an estimated $47K.
  • Walled Lake Planning & Wealth Management first reported a position in Five Below in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Five Below position peaked at $47K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Five Below as of Q4 2021.

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