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Walled Lake Planning & Wealth Management’s WIX.com WIX Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-29
Closed -$6K – 313
2021
Q3 		$6K Hold
29
– – ﹤0.01% 286
2021
Q2 		$8K Hold
29
– – 0.01% 261
2021
Q1 		$8K Hold
29
– – 0.01% 253
2020
Q4 		$7K Hold
29
– – 0.01% 235
2020
Q3 		$7K Hold
29
– – 0.01% 242
2020
Q2 		$7K Buy
+29
New +$5.14K 0.01% 233

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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return