Lake Point Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	307
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	313
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	322
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	308
2021 Q2	$2K	Buy	+52	New	+$2.05K	﹤0.01%	320
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	300
2019 Q4	$1K	Buy	+40	New	+$1.44K	﹤0.01%	546
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	591
2019 Q1	$1K	Sell	40 -98	-71%	-$3.31K	﹤0.01%	591
2018 Q4	$5K	Buy	+138	New	+$4.58K	﹤0.01%	547

Other funds holding AOK

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Lake Point Wealth Management held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2022 at 52 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Lake Point Wealth Management first reported a position in AOK in Q4 2018 and has held it in 10 quarters since. The position peaked at $5K in Q4 2018. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

Lake Point Wealth Management held 52 shares of iShares Core Conservative Allocation ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2022.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #307 holding.
Lake Point Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core Conservative Allocation ETF position peaked at $5K in Q4 2018.
166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

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