Walled Lake Planning & Wealth Management’s Keysight KEYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-211	Closed	-$35K	–	216
2021 Q3	$35K	Hold	211	–	–	0.02%	185
2021 Q2	$33K	Buy	211 +47	+29%	+$6.82K	0.02%	176
2021 Q1	$24K	Hold	164	–	–	0.02%	183
2020 Q4	$22K	Hold	164	–	–	0.02%	171
2020 Q3	$16K	Hold	164	–	–	0.01%	187
2020 Q2	$17K	Hold	164	–	–	0.01%	165
2020 Q1	$14K	Hold	164	–	–	0.01%	163
2019 Q4	$17K	Buy	+164	New	+$16.8K	0.01%	169

Other funds holding KEYS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Keysight (KEYS) in Q4 2021, closing a stake of 211 shares — an estimated $35K sold.

Walled Lake Planning & Wealth Management first reported a position in KEYS in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q3 2021. 904 funds tracked by Wall St. Rank hold KEYS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Keysight position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 211 Keysight shares in Q4 2021, an estimated $35K.
Walled Lake Planning & Wealth Management first reported a position in Keysight in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Keysight position peaked at $35K in Q3 2021.
904 funds tracked by Wall St. Rank held Keysight as of Q4 2021.

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