LPWM
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Lake Point Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Lake Point Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-162
Closed -$5K – 760
2018
Q4 		$5K Buy
+162
New +$5.01K ﹤0.01% 557

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lake Point Wealth Management's IGM Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2019, closing a stake of 162 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in IGM in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 162 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Expanded Tech Sector ETF position peaked at $5K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.