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Lake Point Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Lake Point Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$6K Hold
244
– – ﹤0.01% 221
2022
Q1 		$16K Buy
244
+200
+455% +$15.1K 0.01% 130
2021
Q4 		$2K Buy
+44
New +$1.99K ﹤0.01% 365

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LPL Financial
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Commonwealth Equity Services
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Lake Point Wealth Management's DJT Position: Q2 2022 in Review

Lake Point Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q2 2022 at 244 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Lake Point Wealth Management first reported a position in DJT in Q4 2021 and has held it in 3 quarters since. The position peaked at $16K in Q1 2022. 176 funds tracked by Wall St. Rank hold DJT as of Q2 2022.

  • Lake Point Wealth Management held 244 shares of Trump Media & Technology Group worth $6K as of Q2 2022.
  • Lake Point Wealth Management left its Trump Media & Technology Group share count unchanged in Q2 2022.
  • Trump Media & Technology Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #221 holding.
  • Lake Point Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Trump Media & Technology Group position peaked at $16K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2022.

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