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Walled Lake Planning & Wealth Management’s Synopsys SNPS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SNPS Stock Details SNPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-55
Closed -$7K – 363
2020
Q1 		$7K Hold
55
– – 0.01% 210
2019
Q4 		$8K Buy
+55
New +$7.54K 0.01% 216

Other funds holding SNPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Synopsys (SNPS) in Q2 2020, closing a stake of 55 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in SNPS in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 630 funds tracked by Wall St. Rank hold SNPS as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Synopsys position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 55 Synopsys shares in Q2 2020, an estimated $7K.
  • Walled Lake Planning & Wealth Management first reported a position in Synopsys in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Synopsys position peaked at $8K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held Synopsys as of Q2 2020.

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