WLPWM
ONTF

Walled Lake Planning & Wealth Management’s ON24 ONTF Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ONTF Stock Details ONTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,175
Closed -$103K – 248
2021
Q3 		$103K Buy
+5,175
New +$144K 0.06% 114

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ICM
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Vanguard Group
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of ON24 (ONTF) in Q4 2021, closing a stake of 5,175 shares — an estimated $103K sold.

Walled Lake Planning & Wealth Management first reported a position in ONTF in Q3 2021 and held it in 1 quarter. The position peaked at $103K in Q3 2021. 106 funds tracked by Wall St. Rank hold ONTF as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ON24 position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 5,175 ON24 shares in Q4 2021, an estimated $103K.
  • Walled Lake Planning & Wealth Management first reported a position in ON24 in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's ON24 position peaked at $103K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held ON24 as of Q4 2021.

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