WLPWM
FBIN icon

Walled Lake Planning & Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-975
Closed -$74K – 172
2021
Q3 		$74K Buy
975
+4
+0.4% +$333 0.05% 137
2021
Q2 		$83K Buy
971
+2
+0.2% +$175 0.05% 129
2021
Q1 		$79K Buy
969
+3
+0.3% +$227 0.05% 127
2020
Q4 		$71K Buy
966
+3
+0.3% +$219 0.05% 113
2020
Q3 		$71K Buy
963
+2
+0.2% +$134 0.06% 105
2020
Q2 		$52K Buy
961
+4
+0.4% +$186 0.04% 108
2020
Q1 		$35K Buy
957
+6
+0.6% +$317 0.03% 120
2019
Q4 		$53K Buy
+951
New +$50K 0.04% 111

Other funds holding FBIN

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return