Walled Lake Planning & Wealth Management’s Flagstar Bank National Association FLG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FLG Stock Details FLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-594	Closed	-$23K	–	322
2021 Q3	$23K	Buy	594 +8	+1%	+$290	0.01%	210
2021 Q2	$19K	Buy	586 +9	+2%	+$322	0.01%	211
2021 Q1	$22K	Buy	577 +9	+2%	+$311	0.02%	191
2020 Q4	$18K	Sell	568 -44	-7%	-$1.21K	0.01%	188
2020 Q3	$15K	Buy	612 +64	+12%	+$1.83K	0.01%	195
2020 Q2	$17K	Buy	548 +10	+2%	+$301	0.01%	167
2020 Q1	$15K	Buy	538 +8	+2%	+$266	0.01%	157
2019 Q4	$19K	Buy	+530	New	+$19.6K	0.01%	163

Other funds holding FLG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Flagstar Bank National Association (FLG) in Q4 2021, closing a stake of 594 shares — an estimated $23K sold.

Walled Lake Planning & Wealth Management first reported a position in FLG in Q4 2019 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 440 funds tracked by Wall St. Rank hold FLG as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Flagstar Bank National Association position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 594 Flagstar Bank National Association shares in Q4 2021, an estimated $23K.
Walled Lake Planning & Wealth Management first reported a position in Flagstar Bank National Association in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Flagstar Bank National Association position peaked at $23K in Q3 2021.
440 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q4 2021.

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