WLPWM
Z icon

Walled Lake Planning & Wealth Management’s Zillow Z Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,625
Closed -$231K – 320
2021
Q3 		$231K Hold
2,625
– – 0.14% 70
2021
Q2 		$321K Hold
2,625
– – 0.21% 54
2021
Q1 		$340K Buy
2,625
+365
+16% +$54.2K 0.24% 51
2020
Q4 		$293K Buy
2,260
+660
+41% +$73K 0.22% 54
2020
Q3 		$163K Buy
+1,600
New +$125K 0.13% 72

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Zillow (Z) in Q4 2021, closing a stake of 2,625 shares — an estimated $231K sold.

Walled Lake Planning & Wealth Management first reported a position in Z in Q3 2020 and held it in 5 quarters. The position peaked at $340K in Q1 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,625 Zillow shares in Q4 2021, an estimated $231K.
  • Walled Lake Planning & Wealth Management first reported a position in Zillow in Q3 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Zillow position peaked at $340K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

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