Lake Point Wealth Management’s Alaska Air ALK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	267
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	251
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	268
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	250
2021 Q2	$4K	Buy	+70	New	+$4.72K	﹤0.01%	259

Other funds holding ALK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Lake Point Wealth Management held its Alaska Air (ALK) position steady in Q2 2022 at 70 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Lake Point Wealth Management first reported a position in ALK in Q2 2021 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 515 funds tracked by Wall St. Rank hold ALK as of Q2 2022.

Lake Point Wealth Management held 70 shares of Alaska Air worth $3K as of Q2 2022.
Lake Point Wealth Management left its Alaska Air share count unchanged in Q2 2022.
Alaska Air made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #267 holding.
Lake Point Wealth Management first reported a position in Alaska Air in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Alaska Air position peaked at $4K in Q1 2022.
515 funds tracked by Wall St. Rank held Alaska Air as of Q2 2022.

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