WLPWM
MTG icon

Walled Lake Planning & Wealth Management’s MGIC Investment MTG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,014
Closed -$15K – 237
2021
Q3 		$15K Hold
1,014
– – 0.01% 240
2021
Q2 		$14K Hold
1,014
– – 0.01% 232
2021
Q1 		$14K Hold
1,014
– – 0.01% 221
2020
Q4 		$13K Hold
1,014
– – 0.01% 205
2020
Q3 		$9K Hold
1,014
– – 0.01% 222
2020
Q2 		$8K Hold
1,014
– – 0.01% 219
2020
Q1 		$6K Buy
1,014
+5
+0.5% +$60 0.01% 221
2019
Q4 		$14K Buy
+1,009
New +$14K 0.01% 179

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return