WLPWM
USO icon

Walled Lake Planning & Wealth Management’s United States Oil Fund USO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-119
Closed -$6K – 301
2021
Q3 		$6K Hold
119
– – ﹤0.01% 285
2021
Q2 		$6K Hold
119
– – ﹤0.01% 269
2021
Q1 		$5K Hold
119
– – ﹤0.01% 266
2020
Q4 		$4K Hold
119
– – ﹤0.01% 261
2020
Q3 		$3K Hold
119
– – ﹤0.01% 283
2020
Q2 		$3K Buy
+119
New +$3.26K ﹤0.01% 271

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of United States Oil Fund (USO) in Q4 2021, closing a stake of 119 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in USO in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining United States Oil Fund position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 119 United States Oil Fund shares in Q4 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in United States Oil Fund in Q2 2020 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's United States Oil Fund position peaked at $6K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

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