Lake Point Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8K	Hold	750	–	–	﹤0.01%	170
2022 Q1	$13K	Buy	750 +50	+7%	+$951	0.01%	139
2021 Q4	$15K	Buy	700 +200	+40%	+$3.68K	0.01%	138
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	207
2021 Q2	$7K	Buy	+500	New	+$6.65K	﹤0.01%	212
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	260
2019 Q4	$5K	Buy	+500	New	+$4.5K	﹤0.01%	365
2019 Q2	$5K	Hold	500	–	–	﹤0.01%	419
2019 Q1	$5K	Hold	500	–	–	﹤0.01%	419
2018 Q4	$4K	Buy	+500	New	+$4.46K	﹤0.01%	585

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Lake Point Wealth Management held its Ford (F) position steady in Q2 2022 at 750 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Lake Point Wealth Management first reported a position in F in Q4 2018 and has held it in 10 quarters since. The position peaked at $15K in Q4 2021. 1,620 funds tracked by Wall St. Rank hold F as of Q2 2022.

Lake Point Wealth Management held 750 shares of Ford worth $8K as of Q2 2022.
Lake Point Wealth Management left its Ford share count unchanged in Q2 2022.
Ford made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #170 holding.
Lake Point Wealth Management first reported a position in Ford in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Ford position peaked at $15K in Q4 2021.
1,620 funds tracked by Wall St. Rank held Ford as of Q2 2022.

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