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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FBIN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q4 2021, closing a stake of 975 shares — an estimated $74K sold.

Walled Lake Planning & Wealth Management first reported a position in FBIN in Q4 2019 and held it in 8 quarters. The position peaked at $83K in Q2 2021. 707 funds tracked by Wall St. Rank hold FBIN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Fortune Brands Innovations position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 975 Fortune Brands Innovations shares in Q4 2021, an estimated $74K.
Walled Lake Planning & Wealth Management first reported a position in Fortune Brands Innovations in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Fortune Brands Innovations position peaked at $83K in Q2 2021.
707 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.