Lake Point Wealth Management’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$35K	Hold	322	–	–	0.02%	83
2022 Q1	$38K	Hold	322	–	–	0.02%	77
2021 Q4	$45K	Hold	322	–	–	0.02%	77
2021 Q3	$38K	Hold	322	–	–	0.02%	71
2021 Q2	$37K	Buy	+322	New	+$37.5K	0.02%	80
2020 Q1	$344K	Sell	4,356 -88	-2%	-$7.34K	0.3%	15
2019 Q4	$386K	Buy	+4,444	New	+$372K	0.13%	27
2019 Q2	$368K	Hold	4,374	–	–	0.13%	22
2019 Q1	$368K	Sell	4,374 -501	-10%	-$37.3K	0.13%	22
2018 Q4	$353K	Buy	+4,875	New	+$343K	0.13%	103

Other funds holding ABT

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Lake Point Wealth Management held its Abbott (ABT) position steady in Q2 2022 at 322 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #83.

Lake Point Wealth Management first reported a position in ABT in Q4 2018 and has held it in 10 quarters since. The position peaked at $386K in Q4 2019. 2,696 funds tracked by Wall St. Rank hold ABT as of Q2 2022.

Lake Point Wealth Management held 322 shares of Abbott worth $35K as of Q2 2022.
Lake Point Wealth Management left its Abbott share count unchanged in Q2 2022.
Abbott made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #83 holding.
Lake Point Wealth Management first reported a position in Abbott in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Abbott position peaked at $386K in Q4 2019.
2,696 funds tracked by Wall St. Rank held Abbott as of Q2 2022.

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