WLPWM
GAM

Walled Lake Planning & Wealth Management’s General American Investors Company GAM Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed – – 335
2020
Q4 		$0 Sell
11
-10
-48% -$355 ﹤0.01% 332
2020
Q3 		$1K Hold
21
– – ﹤0.01% 315
2020
Q2 		$1K Hold
21
– – ﹤0.01% 308
2020
Q1 		$1K Buy
+21
New +$728 ﹤0.01% 297

Other funds holding GAM

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 GAM Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of General American Investors Company (GAM) in Q1 2021, closing a stake of 11 shares.

Walled Lake Planning & Wealth Management first reported a position in GAM in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 72 funds tracked by Wall St. Rank hold GAM as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining General American Investors Company position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 11 General American Investors Company shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in General American Investors Company in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's General American Investors Company position peaked at $1K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.