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Walled Lake Planning & Wealth Management’s VF Corp VFC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio VFC Stock Details VFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-62
Closed -$6K – 363
2019
Q4 		$6K Buy
+62
New +$5.56K ﹤0.01% 229

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VFC Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of VF Corp (VFC) in Q1 2020, closing a stake of 62 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in VFC in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 838 funds tracked by Wall St. Rank hold VFC as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining VF Corp position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 62 VF Corp shares in Q1 2020, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in VF Corp in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's VF Corp position peaked at $6K in Q4 2019.
  • 838 funds tracked by Wall St. Rank held VF Corp as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.