Lake Point Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$32K	Sell	270 -4	-1%	-$501	0.02%	87
2022 Q1	$35K	Sell	274 -180	-40%	-$22.5K	0.02%	78
2021 Q4	$56K	Buy	454 +180	+66%	+$21.5K	0.02%	68
2021 Q3	$31K	Hold	274	–	–	0.01%	83
2021 Q2	$32K	Buy	+274	New	+$32.6K	0.01%	88
2020 Q1	$8K	Sell	111 -401	-78%	-$38.3K	0.01%	120
2019 Q4	$54K	Buy	+512	New	+$52.7K	0.02%	114
2019 Q2	$113K	Hold	1,133	–	–	0.04%	68
2019 Q1	$113K	Sell	1,133 -37,149	-97%	-$3.56M	0.04%	68
2018 Q4	$3.42M	Buy	+38,282	New	+$3.67M	1.28%	18

Other funds holding DVY

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

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

Lake Point Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q2 2022, selling an estimated $501 and leaving 270 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #87.

Lake Point Wealth Management first reported a position in DVY in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.42M in Q4 2018. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Lake Point Wealth Management held 270 shares of iShares Select Dividend ETF worth $32K as of Q2 2022.
Lake Point Wealth Management sold 4 iShares Select Dividend ETF shares in Q2 2022, an estimated $501.
iShares Select Dividend ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #87 holding.
Lake Point Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Select Dividend ETF position peaked at $3.42M in Q4 2018.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

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