Walled Lake Planning & Wealth Management’s Aurora Cannabis ACB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5	Closed	–	–	102
2021 Q3	$0	Hold	5	–	–	﹤0.01%	321
2021 Q2	$0	Hold	5	–	–	﹤0.01%	310
2021 Q1	$0	Hold	5	–	–	﹤0.01%	307
2020 Q4	$0	Hold	5	–	–	﹤0.01%	316
2020 Q3	$0	Hold	5	–	–	﹤0.01%	336
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	297
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	284
2019 Q4	$1K	Buy	+5	New	+$1.86K	﹤0.01%	261

Other funds holding ACB

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Aurora Cannabis (ACB) in Q4 2021, closing a stake of 5 shares.

Walled Lake Planning & Wealth Management first reported a position in ACB in Q4 2019 and held it in 8 quarters. The position peaked at $1K in Q2 2020. 272 funds tracked by Wall St. Rank hold ACB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Aurora Cannabis position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 5 Aurora Cannabis shares in Q4 2021.
Walled Lake Planning & Wealth Management first reported a position in Aurora Cannabis in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Aurora Cannabis position peaked at $1K in Q2 2020.
272 funds tracked by Wall St. Rank held Aurora Cannabis as of Q4 2021.

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