Walled Lake Planning & Wealth Management’s SBA Communications SBAC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SBAC Stock Details SBAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12	Closed	-$4K	–	342
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	280
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	281
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	268
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	270
2020 Q2	$4K	Buy	+12	New	+$3.54K	﹤0.01%	258

Other funds holding SBAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SBAC Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of SBA Communications (SBAC) in Q3 2021, closing a stake of 12 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in SBAC in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 639 funds tracked by Wall St. Rank hold SBAC as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining SBA Communications position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 12 SBA Communications shares in Q3 2021, an estimated $4K.
Walled Lake Planning & Wealth Management first reported a position in SBA Communications in Q2 2020 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's SBA Communications position peaked at $4K in Q2 2021.
639 funds tracked by Wall St. Rank held SBA Communications as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.