Lake Point Wealth Management’s Apple AAPL Stock Holding History

Lake Point Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$550K	Buy	4,025 +67	+2%	+$10.1K	0.31%	18
2022 Q1	$691K	Sell	3,958 -472	-11%	-$79.4K	0.32%	12
2021 Q4	$787K	Buy	4,430 +665	+18%	+$105K	0.34%	15
2021 Q3	$533K	Sell	3,765 -198	-5%	-$29.1K	0.25%	15
2021 Q2	$543K	Buy	+3,963	New	+$513K	0.25%	14
2020 Q1	$339K	Buy	5,328 +252	+5%	+$18.5K	0.3%	16
2019 Q4	$373K	Buy	+5,076	New	+$327K	0.12%	28
2019 Q2	$260K	Hold	5,256	–	–	0.09%	30
2019 Q1	$260K	Sell	5,256 -8,236	-61%	-$349K	0.09%	30
2018 Q4	$532K	Buy	+13,492	New	+$654K	0.2%	82

Other funds holding AAPL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's AAPL Position: Q2 2022 in Review

Lake Point Wealth Management increased its Apple (AAPL) stake by 1.7% in Q2 2022, buying an estimated $10.1K and bringing the position to 4,025 shares worth $550K. The position accounts for 0.31% of the portfolio, ranked #18.

Lake Point Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 10 quarters since. The position peaked at $787K in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

Lake Point Wealth Management held 4,025 shares of Apple worth $550K as of Q2 2022.
Lake Point Wealth Management bought 67 Apple shares in Q2 2022, an estimated $10.1K.
Apple made up 0.31% of Lake Point Wealth Management's portfolio in Q2 2022, its #18 holding.
Lake Point Wealth Management first reported a position in Apple in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Apple position peaked at $787K in Q4 2021.
4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.