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Walled Lake Planning & Wealth Management’s NiSource NI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-336
Closed -$8K – 315
2021
Q1 		$8K Hold
336
– – 0.01% 250
2020
Q4 		$8K Hold
336
– – 0.01% 227
2020
Q3 		$7K Hold
336
– – 0.01% 239
2020
Q2 		$8K Hold
336
– – 0.01% 221
2020
Q1 		$8K Hold
336
– – 0.01% 201
2019
Q4 		$9K Buy
+336
New +$9.21K 0.01% 207

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NI Position: Q2 2021 in Review

Walled Lake Planning & Wealth Management sold out of NiSource (NI) in Q2 2021, closing a stake of 336 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in NI in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 509 funds tracked by Wall St. Rank hold NI as of Q2 2021.

  • Walled Lake Planning & Wealth Management reported no remaining NiSource position as of Q2 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 336 NiSource shares in Q2 2021, an estimated $8K.
  • Walled Lake Planning & Wealth Management first reported a position in NiSource in Q4 2019 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's NiSource position peaked at $9K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held NiSource as of Q2 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.