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Walled Lake Planning & Wealth Management’s Parsons PSN Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-465
Closed -$15K – 361
2020
Q1 		$15K Sell
465
-465
-50% -$18.1K 0.01% 156
2019
Q4 		$38K Buy
+930
New +$34.7K 0.03% 130

Other funds holding PSN

Newport Trust Company
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PSN Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Parsons (PSN) in Q2 2020, closing a stake of 465 shares — an estimated $15K sold.

Walled Lake Planning & Wealth Management first reported a position in PSN in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 134 funds tracked by Wall St. Rank hold PSN as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Parsons position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 465 Parsons shares in Q2 2020, an estimated $15K.
  • Walled Lake Planning & Wealth Management first reported a position in Parsons in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Parsons position peaked at $38K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Parsons as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.