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Walled Lake Planning & Wealth Management’s Fastenal FAST Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,260
Closed -$51K – 329
2020
Q3 		$51K Hold
2,260
– – 0.04% 122
2020
Q2 		$48K Hold
2,260
– – 0.04% 114
2020
Q1 		$35K Hold
2,260
– – 0.03% 119
2019
Q4 		$42K Buy
+2,260
New +$40.4K 0.03% 126

Other funds holding FAST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FAST Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Fastenal (FAST) in Q4 2020, closing a stake of 2,260 shares — an estimated $51K sold.

Walled Lake Planning & Wealth Management first reported a position in FAST in Q4 2019 and held it in 4 quarters. The position peaked at $51K in Q3 2020. 951 funds tracked by Wall St. Rank hold FAST as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Fastenal position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,260 Fastenal shares in Q4 2020, an estimated $51K.
  • Walled Lake Planning & Wealth Management first reported a position in Fastenal in Q4 2019 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Fastenal position peaked at $51K in Q3 2020.
  • 951 funds tracked by Wall St. Rank held Fastenal as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.