WLPWM
MESO

Walled Lake Planning & Wealth Management’s Mesoblast MESO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MESO Stock Details MESO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,860
Closed -$34K – 231
2021
Q3 		$34K Buy
2,860
+780
+38% +$10.8K 0.02% 187
2021
Q2 		$31K Buy
2,080
+705
+51% +$11.1K 0.02% 182
2021
Q1 		$23K Buy
1,375
+142
+12% +$2.68K 0.02% 186
2020
Q4 		$21K Buy
1,233
+613
+99% +$15.1K 0.02% 174
2020
Q3 		$23K Buy
+620
New +$19.4K 0.02% 166

Other funds holding MESO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $56.9M AUM 49.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Mesoblast (MESO) in Q4 2021, closing a stake of 2,860 shares — an estimated $34K sold.

Walled Lake Planning & Wealth Management first reported a position in MESO in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 42 funds tracked by Wall St. Rank hold MESO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Mesoblast position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,860 Mesoblast shares in Q4 2021, an estimated $34K.
  • Walled Lake Planning & Wealth Management first reported a position in Mesoblast in Q3 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Mesoblast position peaked at $34K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Mesoblast as of Q4 2021.

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