Lake Point Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-25	Closed	-$3K	–	469
2022 Q1	$3K	Sell	25 -25	-50%	-$3.26K	﹤0.01%	290
2021 Q4	$8K	Sell	50 -50	-50%	-$7.74K	﹤0.01%	198
2021 Q3	$16K	Buy	100 +25	+33%	+$4.21K	0.01%	125
2021 Q2	$12K	Buy	+75	New	+$11.6K	0.01%	156
2019 Q1	–	Sell	-9	Closed	-$1K	–	757
2018 Q4	$1K	Buy	+9	New	+$955	﹤0.01%	759

Other funds holding IBB

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Lake Point Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in IBB in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q3 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 25 iShares Biotechnology ETF shares in Q2 2022, an estimated $3K.
Lake Point Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 5 quarters.
Lake Point Wealth Management's iShares Biotechnology ETF position peaked at $16K in Q3 2021.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

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