Walled Lake Planning & Wealth Management’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-417	Closed	-$49K	–	100
2021 Q3	$49K	Buy	417 +375	+893%	+$46.1K	0.03%	165
2021 Q2	$5K	Hold	42	–	–	﹤0.01%	270
2021 Q1	$5K	Hold	42	–	–	﹤0.01%	262
2020 Q4	$5K	Hold	42	–	–	﹤0.01%	243
2020 Q3	$5K	Hold	42	–	–	﹤0.01%	247
2020 Q2	$4K	Sell	42 -40	-49%	-$3.62K	﹤0.01%	246
2020 Q1	$6K	Buy	82 +40	+95%	+$3.34K	0.01%	212
2019 Q4	$4K	Buy	+42	New	+$3.52K	﹤0.01%	237

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Abbott (ABT) in Q4 2021, closing a stake of 417 shares — an estimated $49K sold.

Walled Lake Planning & Wealth Management first reported a position in ABT in Q4 2019 and held it in 8 quarters. The position peaked at $49K in Q3 2021. 2,812 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Abbott position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 417 Abbott shares in Q4 2021, an estimated $49K.
Walled Lake Planning & Wealth Management first reported a position in Abbott in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Abbott position peaked at $49K in Q3 2021.
2,812 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

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