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Walled Lake Planning & Wealth Management’s NanoViricides NNVC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NNVC Stock Details NNVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed – – 241
2021
Q3 		$0 Buy
+50
New +$208 ﹤0.01% 336

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Bridgeway Capital Management
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Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of NanoViricides (NNVC) in Q4 2021, closing a stake of 50 shares.

Walled Lake Planning & Wealth Management first reported a position in NNVC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 29 funds tracked by Wall St. Rank hold NNVC as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining NanoViricides position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 50 NanoViricides shares in Q4 2021.
  • Walled Lake Planning & Wealth Management first reported a position in NanoViricides in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's NanoViricides position peaked at $0 in Q3 2021.
  • 29 funds tracked by Wall St. Rank held NanoViricides as of Q4 2021.

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