Walled Lake Planning & Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-512	Closed	-$84K	–	286
2021 Q3	$84K	Buy	512 +1	+0.2%	+$183	0.05%	128
2021 Q2	$98K	Buy	511 +2	+0.4%	+$355	0.06%	120
2021 Q1	$93K	Buy	509 +1	+0.2%	+$174	0.06%	113
2020 Q4	$78K	Buy	508 +2	+0.4%	+$293	0.06%	110
2020 Q3	$74K	Sell	506 -68	-12%	-$9.46K	0.06%	103
2020 Q2	$73K	Buy	574 +2	+0.3%	+$222	0.06%	97
2020 Q1	$51K	Buy	572 +2	+0.4%	+$214	0.05%	102
2019 Q4	$69K	Buy	+570	New	+$56K	0.05%	103

Other funds holding SWKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Skyworks Solutions (SWKS) in Q4 2021, closing a stake of 512 shares — an estimated $84K sold.

Walled Lake Planning & Wealth Management first reported a position in SWKS in Q4 2019 and held it in 8 quarters. The position peaked at $98K in Q2 2021. 1,050 funds tracked by Wall St. Rank hold SWKS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Skyworks Solutions position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 512 Skyworks Solutions shares in Q4 2021, an estimated $84K.
Walled Lake Planning & Wealth Management first reported a position in Skyworks Solutions in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Skyworks Solutions position peaked at $98K in Q2 2021.
1,050 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2021.

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