Lake Point Wealth Management’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	323
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	292
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	301
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	318
2021 Q2	$3K	Buy	+40	New	+$2.43K	﹤0.01%	292
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	333
2019 Q4	$2K	Buy	+40	New	+$1.77K	﹤0.01%	490
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	542
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	540
2018 Q4	$1K	Buy	+40	New	+$1.55K	﹤0.01%	763

Other funds holding JUST

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Lake Point Wealth Management held its Goldman Sachs JUST US Large Cap Equity ETF (JUST) position steady in Q2 2022 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Lake Point Wealth Management first reported a position in JUST in Q4 2018 and has held it in 10 quarters since. The position peaked at $3K in Q1 2022. 53 funds tracked by Wall St. Rank hold JUST as of Q2 2022.

Lake Point Wealth Management held 40 shares of Goldman Sachs JUST US Large Cap Equity ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its Goldman Sachs JUST US Large Cap Equity ETF share count unchanged in Q2 2022.
Goldman Sachs JUST US Large Cap Equity ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #323 holding.
Lake Point Wealth Management first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Goldman Sachs JUST US Large Cap Equity ETF position peaked at $3K in Q1 2022.
53 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q2 2022.

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