WLPWM
XYZ

Walled Lake Planning & Wealth Management’s Block Inc XYZ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-425
Closed -$102K – 323
2021
Q3 		$102K Hold
425
– – 0.06% 116
2021
Q2 		$104K Hold
425
– – 0.07% 112
2021
Q1 		$96K Buy
+425
New +$99.4K 0.07% 110

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 425 shares — an estimated $102K sold.

Walled Lake Planning & Wealth Management first reported a position in XYZ in Q1 2021 and held it in 3 quarters. The position peaked at $104K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 425 Block Inc shares in Q4 2021, an estimated $102K.
  • Walled Lake Planning & Wealth Management first reported a position in Block Inc in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Block Inc position peaked at $104K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

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