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Lake Point Wealth Management’s Community Trust Bancorp CTBI Stock Holding History

Lake Point Wealth Management’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$8K Hold
200
– – ﹤0.01% 168
2022
Q1 		$8K Hold
200
– – ﹤0.01% 188
2021
Q4 		$9K Hold
200
– – ﹤0.01% 182
2021
Q3 		$8K Hold
200
– – ﹤0.01% 185
2021
Q2 		$8K Buy
+200
New +$8.77K ﹤0.01% 197

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

Lake Point Wealth Management held its Community Trust Bancorp (CTBI) position steady in Q2 2022 at 200 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Lake Point Wealth Management first reported a position in CTBI in Q2 2021 and has held it in 5 quarters since. The position peaked at $9K in Q4 2021. 129 funds tracked by Wall St. Rank hold CTBI as of Q2 2022.

  • Lake Point Wealth Management held 200 shares of Community Trust Bancorp worth $8K as of Q2 2022.
  • Lake Point Wealth Management left its Community Trust Bancorp share count unchanged in Q2 2022.
  • Community Trust Bancorp made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #168 holding.
  • Lake Point Wealth Management first reported a position in Community Trust Bancorp in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Community Trust Bancorp position peaked at $9K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q2 2022.

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