Lake Point Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	370
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	379
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	383
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	358
2021 Q2	$1K	Buy	+3	New	+$1.02K	﹤0.01%	369
2020 Q1	$1K	Buy	3 +1	+50%	+$266	﹤0.01%	311
2019 Q4	$1K	Buy	+2	New	+$551	﹤0.01%	553
2019 Q2	$1K	Hold	2	–	–	﹤0.01%	602
2019 Q1	$1K	Sell	2 -10	-83%	-$2.52K	﹤0.01%	601
2018 Q4	$3K	Buy	+12	New	+$2.99K	﹤0.01%	624

Other funds holding DIA

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Lake Point Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Lake Point Wealth Management first reported a position in DIA in Q4 2018 and has held it in 10 quarters since. The position peaked at $3K in Q4 2018. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Lake Point Wealth Management held 3 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #370 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3K in Q4 2018.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

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