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Walled Lake Planning & Wealth Management’s Travel + Leisure Co TNL Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-179
Closed -$5K – 365
2020
Q2 		$5K Buy
179
+4
+2% +$108 ﹤0.01% 244
2020
Q1 		$4K Buy
175
+3
+2% +$125 ﹤0.01% 251
2019
Q4 		$9K Buy
+172
New +$8.23K 0.01% 209

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TNL Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Travel + Leisure Co (TNL) in Q3 2020, closing a stake of 179 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in TNL in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 312 funds tracked by Wall St. Rank hold TNL as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Travel + Leisure Co position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 179 Travel + Leisure Co shares in Q3 2020, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Travel + Leisure Co in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Travel + Leisure Co position peaked at $9K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.