WLPWM
PBPB

Walled Lake Planning & Wealth Management’s Potbelly PBPB Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10
Closed – – 254
2021
Q3 		$0 Buy
+10
New +$70 ﹤0.01% 337

Other funds holding PBPB

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NIMC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Potbelly (PBPB) in Q4 2021, closing a stake of 10 shares.

Walled Lake Planning & Wealth Management first reported a position in PBPB in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 59 funds tracked by Wall St. Rank hold PBPB as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Potbelly position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 10 Potbelly shares in Q4 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Potbelly in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Potbelly position peaked at $0 in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Potbelly as of Q4 2021.

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