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Walled Lake Planning & Wealth Management’s Illinois Tool Works ITW Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$41K – 207
2021
Q3 		$41K Buy
+200
New +$45.1K 0.03% 175
2020
Q1 		– Sell
-39
Closed -$7K – 344
2019
Q4 		$7K Buy
+39
New +$6.61K 0.01% 219

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State Farm Mutual Automobile Insurance
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State Street
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Northern Trust
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Wells Fargo
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Massachusetts Financial Services
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Illinois Tool Works (ITW) in Q4 2021, closing a stake of 200 shares — an estimated $41K sold.

Walled Lake Planning & Wealth Management first reported a position in ITW in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q3 2021. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Illinois Tool Works position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 200 Illinois Tool Works shares in Q4 2021, an estimated $41K.
  • Walled Lake Planning & Wealth Management first reported a position in Illinois Tool Works in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Illinois Tool Works position peaked at $41K in Q3 2021.
  • 1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2021.

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