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Walled Lake Planning & Wealth Management’s Ericsson ERIC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-385
Closed -$5K – 332
2021
Q2 		$5K Hold
385
– – ﹤0.01% 271
2021
Q1 		$5K Hold
385
– – ﹤0.01% 264
2020
Q4 		$5K Hold
385
– – ﹤0.01% 249
2020
Q3 		$4K Hold
385
– – ﹤0.01% 262
2020
Q2 		$4K Buy
+385
New +$3.34K ﹤0.01% 253

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ERIC Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 385 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in ERIC in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 385 Ericsson shares in Q3 2021, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Ericsson in Q2 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Ericsson position peaked at $5K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.