WLPWM
KSS icon

Walled Lake Planning & Wealth Management’s Kohl's KSS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,781
Closed -$178K – 219
2021
Q3 		$178K Buy
3,781
+9
+0.2% +$481 0.11% 83
2021
Q2 		$208K Buy
3,772
+5
+0.1% +$287 0.14% 75
2021
Q1 		$225K Buy
3,767
+5
+0.1% +$257 0.16% 67
2020
Q4 		$153K Hold
3,762
– – 0.12% 80
2020
Q3 		$70K Hold
3,762
– – 0.06% 106
2020
Q2 		$78K Sell
3,762
-3
-0.1% -$58 0.07% 94
2020
Q1 		$55K Buy
3,765
+361
+11% +$13.5K 0.05% 100
2019
Q4 		$173K Buy
+3,404
New +$173K 0.12% 68

Other funds holding KSS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return