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Walled Lake Planning & Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SMOG Stock Details SMOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-358
Closed -$53K – 280
2021
Q3 		$53K Buy
+358
New +$56.4K 0.03% 161

Other funds holding SMOG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of VanEck Low Carbon Energy ETF (SMOG) in Q4 2021, closing a stake of 358 shares — an estimated $53K sold.

Walled Lake Planning & Wealth Management first reported a position in SMOG in Q3 2021 and held it in 1 quarter. The position peaked at $53K in Q3 2021. 83 funds tracked by Wall St. Rank hold SMOG as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining VanEck Low Carbon Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 358 VanEck Low Carbon Energy ETF shares in Q4 2021, an estimated $53K.
  • Walled Lake Planning & Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's VanEck Low Carbon Energy ETF position peaked at $53K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q4 2021.

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