WLPWM
QCLS

Walled Lake Planning & Wealth Management’s Q/C Technologies Inc QCLS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio QCLS Stock Details QCLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$7.24K – 121
2023
Q4 		$7.24K Buy
9
+4
+80% +$4.15K ﹤0.01% 105
2023
Q3 		$8.29K Hold
5
– – ﹤0.01% 103
2023
Q2 		$21K Buy
+5
New +$26.1K 0.01% 100

Other funds holding QCLS

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Walled Lake Planning & Wealth Management's QCLS Position: Q1 2024 in Review

Walled Lake Planning & Wealth Management sold out of Q/C Technologies Inc (QCLS) in Q1 2024, closing a stake of 9 shares — an estimated $7.24K sold.

Walled Lake Planning & Wealth Management first reported a position in QCLS in Q2 2023 and held it in 3 quarters. The position peaked at $21K in Q2 2023. 13 funds tracked by Wall St. Rank hold QCLS as of Q1 2024.

  • Walled Lake Planning & Wealth Management reported no remaining Q/C Technologies Inc position as of Q1 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 9 Q/C Technologies Inc shares in Q1 2024, an estimated $7.24K.
  • Walled Lake Planning & Wealth Management first reported a position in Q/C Technologies Inc in Q2 2023 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Q/C Technologies Inc position peaked at $21K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Q/C Technologies Inc as of Q1 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.