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Walled Lake Planning & Wealth Management’s Magnite MGNI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MGNI Stock Details MGNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-150
Closed -$5K – 353
2020
Q4 		$5K Buy
+150
New +$2.27K ﹤0.01% 252

Other funds holding MGNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MGNI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Magnite (MGNI) in Q1 2021, closing a stake of 150 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in MGNI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 279 funds tracked by Wall St. Rank hold MGNI as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Magnite position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 150 Magnite shares in Q1 2021, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Magnite in Q4 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Magnite position peaked at $5K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held Magnite as of Q1 2021.

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