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Walled Lake Planning & Wealth Management’s Qiagen QGEN Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio QGEN Stock Details QGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,854
Closed -$102K – 269
2021
Q3 		$102K Hold
1,854
– – 0.06% 115
2021
Q2 		$95K Buy
+1,854
New +$95.8K 0.06% 122

Other funds holding QGEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Qiagen (QGEN) in Q4 2021, closing a stake of 1,854 shares — an estimated $102K sold.

Walled Lake Planning & Wealth Management first reported a position in QGEN in Q2 2021 and held it in 2 quarters. The position peaked at $102K in Q3 2021. 300 funds tracked by Wall St. Rank hold QGEN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Qiagen position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,854 Qiagen shares in Q4 2021, an estimated $102K.
  • Walled Lake Planning & Wealth Management first reported a position in Qiagen in Q2 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Qiagen position peaked at $102K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Qiagen as of Q4 2021.

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