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Walled Lake Planning & Wealth Management’s Fastly Inc FSLY Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FSLY Stock Details FSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,489
Closed -$60K – 180
2021
Q3 		$60K Hold
1,489
– – 0.04% 154
2021
Q2 		$89K Hold
1,489
– – 0.06% 126
2021
Q1 		$100K Hold
1,489
– – 0.07% 107
2020
Q4 		$130K Hold
1,489
– – 0.1% 85
2020
Q3 		$139K Hold
1,489
– – 0.11% 83
2020
Q2 		$127K Hold
1,489
– – 0.11% 81
2020
Q1 		$28K Hold
1,489
– – 0.03% 132
2019
Q4 		$30K Buy
+1,489
New +$31.4K 0.02% 139

Other funds holding FSLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Fastly Inc (FSLY) in Q4 2021, closing a stake of 1,489 shares — an estimated $60K sold.

Walled Lake Planning & Wealth Management first reported a position in FSLY in Q4 2019 and held it in 8 quarters. The position peaked at $139K in Q3 2020. 315 funds tracked by Wall St. Rank hold FSLY as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Fastly Inc position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,489 Fastly Inc shares in Q4 2021, an estimated $60K.
  • Walled Lake Planning & Wealth Management first reported a position in Fastly Inc in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Fastly Inc position peaked at $139K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Fastly Inc as of Q4 2021.

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