WLPWM
ATVI

Walled Lake Planning & Wealth Management’s Activision Blizzard ATVI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-38
Closed -$2K – 384
2020
Q1 		$2K Buy
+38
New +$2.25K ﹤0.01% 283

Other funds holding ATVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ATVI Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Activision Blizzard (ATVI) in Q2 2020, closing a stake of 38 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in ATVI in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold ATVI as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Activision Blizzard position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 38 Activision Blizzard shares in Q2 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Activision Blizzard in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Activision Blizzard position peaked at $2K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Activision Blizzard as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.