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Walled Lake Planning & Wealth Management’s Stratasys SSYS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SSYS Stock Details SSYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-85
Closed -$2K – 284
2021
Q3 		$2K Hold
85
– – ﹤0.01% 311
2021
Q2 		$2K Hold
85
– – ﹤0.01% 294
2021
Q1 		$2K Hold
85
– – ﹤0.01% 289
2020
Q4 		$2K Hold
85
– – ﹤0.01% 289
2020
Q3 		$1K Hold
85
– – ﹤0.01% 327
2020
Q2 		$1K Hold
85
– – ﹤0.01% 322
2020
Q1 		$1K Hold
85
– – ﹤0.01% 310
2019
Q4 		$2K Buy
+85
New +$1.69K ﹤0.01% 259

Other funds holding SSYS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Stratasys (SSYS) in Q4 2021, closing a stake of 85 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in SSYS in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 198 funds tracked by Wall St. Rank hold SSYS as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Stratasys position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 85 Stratasys shares in Q4 2021, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Stratasys in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Stratasys position peaked at $2K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Stratasys as of Q4 2021.

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