Walled Lake Planning & Wealth Management’s ABB Ltd ABB Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,071	Closed	-$36K	–	327
2021 Q3	$36K	Hold	1,071	–	–	0.02%	183
2021 Q2	$36K	Buy	1,071 +16	+2%	+$535	0.02%	171
2021 Q1	$32K	Hold	1,055	–	–	0.02%	171
2020 Q4	$29K	Hold	1,055	–	–	0.02%	155
2020 Q3	$27K	Hold	1,055	–	–	0.02%	158
2020 Q2	$24K	Buy	1,055 +29	+3%	+$557	0.02%	147
2020 Q1	$18K	Hold	1,026	–	–	0.02%	149
2019 Q4	$25K	Buy	+1,026	New	+$22K	0.02%	152

Other funds holding ABB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of ABB Ltd (ABB) in Q4 2021, closing a stake of 1,071 shares — an estimated $36K sold.

Walled Lake Planning & Wealth Management first reported a position in ABB in Q4 2019 and held it in 8 quarters. The position peaked at $36K in Q3 2021. 473 funds tracked by Wall St. Rank hold ABB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining ABB Ltd position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,071 ABB Ltd shares in Q4 2021, an estimated $36K.
Walled Lake Planning & Wealth Management first reported a position in ABB Ltd in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's ABB Ltd position peaked at $36K in Q3 2021.
473 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2021.

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