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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of MGIC Investment (MTG) in Q4 2021, closing a stake of 1,014 shares — an estimated $15K sold.

Walled Lake Planning & Wealth Management first reported a position in MTG in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 318 funds tracked by Wall St. Rank hold MTG as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining MGIC Investment position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,014 MGIC Investment shares in Q4 2021, an estimated $15K.
Walled Lake Planning & Wealth Management first reported a position in MGIC Investment in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's MGIC Investment position peaked at $15K in Q3 2021.
318 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2021.

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