Lake Point Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4K	Buy	+49	New	+$4.48K	﹤0.01%	246

Other funds holding BIL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2022: 49 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #246 among its holdings.

506 funds tracked by Wall St. Rank hold BIL as of Q2 2022.

Lake Point Wealth Management held 49 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4K as of Q2 2022.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Lake Point Wealth Management position in Q2 2022.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #246 holding.
506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2022.

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