Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,272
$22.06 - $24.2 $28.1K - $30.8K
FNKO
Funko, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
7,860
$15.68 - $19.34 $123K - $152K
FTNT
Fortinet, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
51
$57.77 - $73.53 $2.95K - $3.75K
WCN
Waste Connections, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
130
$124.3 - $138.29 $16.2K - $18K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
237
$549.77 - $688.37 $130K - $163K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Feb 10, 2022
238
$95.55 - $111.29 $22.7K - $26.5K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
833
$89.89 - $108.82 $74.9K - $90.6K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
462
$90.01 - $103.97 $41.6K - $48K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
509
$80.28 - $88.97 $40.9K - $45.3K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.85 - $6.71 $1.93K - $3.36K
NJR
New Jersey Resources Corp

Utilities
Q4 2021 Filed on Feb 10, 2022
570
$35.6 - $41.17 $20.3K - $23.5K
VIAV
Viavi Solutions Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
6
$14.81 - $17.73 $88.9 - $106
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 10, 2022
2,404
$29.58 - $35.1 $71.1K - $84.4K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
333
$199.42 - $227.75 $66.4K - $75.8K
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
2,700
$14.12 - $21.45 $38.1K - $57.9K
MPC
Marathon Petroleum Corp

Energy
Q4 2021 Filed on Feb 10, 2022
352
$60.28 - $68.47 $21.2K - $24.1K
INFY
Infosys LTD

Technology
Q4 2021 Filed on Feb 10, 2022
6,003
$21.82 - $25.41 $131K - $153K
EIX
Edison International

Utilities
Q4 2021 Filed on Feb 10, 2022
256
$55.04 - $68.44 $14.1K - $17.5K
Apollo Global Mgmt Inc Com Cl A
Q4 2021 Filed on Feb 10, 2022
6,575
N/A
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 10, 2022
2,143
$47.71 - $57.4 $102K - $123K
WELL
Welltower Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
52,216
$79.36 - $87.07 $4.14M - $4.55M
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
253
$37.46 - $56.26 $9.48K - $14.2K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,778
$15.66 - $18.28 $27.8K - $32.5K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
190
$39.06 - $53.11 $7.42K - $10.1K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
212
$255.99 - $314.27 $54.3K - $66.6K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,200
$34.93 - $62.68 $41.9K - $75.2K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,060
$63.44 - $98.28 $67.2K - $104K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
46
$86.81 - $97.12 $3.99K - $4.47K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
9
$2067.01 - $2648.2 $18.6K - $23.8K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Feb 10, 2022
2,345
$41.18 - $45.59 $96.6K - $107K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
278
$12.56 - $13.84 $3.49K - $3.85K
GDOT
Green Dot Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,890
$34.2 - $51.9 $64.6K - $98.1K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
647
$135.09 - $284.11 $87.4K - $184K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
271
$32.51 - $36.14 $8.81K - $9.79K
ACCO
Acco Brands Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
206
$7.79 - $9.41 $1.6K - $1.94K
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
600
$68.97 - $77.92 $41.4K - $46.8K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
282
$62.44 - $68.95 $17.6K - $19.4K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
132
$71.6 - $85.32 $9.45K - $11.3K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 10, 2022
670
$188.19 - $233.09 $126K - $156K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
500
$330.7 - $438.3 $165K - $219K
XLF
Financial Sector Spdr

ETFs
Q4 2021 Filed on Feb 10, 2022
545
$37.54 - $40.62 $20.5K - $22.1K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
252
$243.54 - $297.71 $61.4K - $75K
FSLY
Fastly, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,489
$35.09 - $54.39 $52.2K - $81K
PHM
Pultegroup Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
612
$46.13 - $57.65 $28.2K - $35.3K
EPAM
Epam Systems, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
62
$564.07 - $717.49 $35K - $44.5K
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
105
$178.42 - $218.07 $18.7K - $22.9K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
404
$45.69 - $56.9 $18.5K - $23K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
300
$193.69 - $247.03 $58.1K - $74.1K
PTC
Ptc Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
3
$105.94 - $129.85 $318 - $390
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