WLPWM
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Walled Lake Planning & Wealth Management’s Ametek AME Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$9K – 113
2021
Q3 		$9K Hold
75
– – 0.01% 260
2021
Q2 		$10K Hold
75
– – 0.01% 239
2021
Q1 		$10K Hold
75
– – 0.01% 233
2020
Q4 		$9K Hold
75
– – 0.01% 214
2020
Q3 		$7K Hold
75
– – 0.01% 233
2020
Q2 		$7K Hold
75
– – 0.01% 224
2020
Q1 		$5K Hold
75
– – ﹤0.01% 225
2019
Q4 		$7K Buy
+75
New +$7.11K 0.01% 217

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return