WLPWM
JWN

Walled Lake Planning & Wealth Management’s Nordstrom JWN Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-800
Closed -$21K – 213
2021
Q3 		$21K Hold
800
– – 0.01% 217
2021
Q2 		$29K Buy
+800
New +$29.2K 0.02% 184

Other funds holding JWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Nordstrom (JWN) in Q4 2021, closing a stake of 800 shares — an estimated $21K sold.

Walled Lake Planning & Wealth Management first reported a position in JWN in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 351 funds tracked by Wall St. Rank hold JWN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Nordstrom position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 800 Nordstrom shares in Q4 2021, an estimated $21K.
  • Walled Lake Planning & Wealth Management first reported a position in Nordstrom in Q2 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Nordstrom position peaked at $29K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Nordstrom as of Q4 2021.

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