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Walled Lake Planning & Wealth Management’s Viavi Solutions VIAV Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio VIAV Stock Details VIAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6
Closed – – 303
2021
Q3 		$0 Hold
6
– – ﹤0.01% 346
2021
Q2 		$0 Hold
6
– – ﹤0.01% 318
2021
Q1 		$0 Hold
6
– – ﹤0.01% 374
2020
Q4 		$0 Hold
6
– – ﹤0.01% 356
2020
Q3 		$0 Hold
6
– – ﹤0.01% 366
2020
Q2 		$0 Hold
6
– – ﹤0.01% 372
2020
Q1 		$0 Hold
6
– – ﹤0.01% 364
2019
Q4 		$0 Buy
+6
New +$90 ﹤0.01% 276

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Wellington Management Group
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Goldman Sachs
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Viavi Solutions (VIAV) in Q4 2021, closing a stake of 6 shares.

Walled Lake Planning & Wealth Management first reported a position in VIAV in Q4 2019 and held it in 8 quarters. The position peaked at $0 in Q3 2021. 295 funds tracked by Wall St. Rank hold VIAV as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Viavi Solutions position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 6 Viavi Solutions shares in Q4 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Viavi Solutions in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Viavi Solutions position peaked at $0 in Q3 2021.
  • 295 funds tracked by Wall St. Rank held Viavi Solutions as of Q4 2021.

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