LPWM
M icon

Lake Point Wealth Management’s Macy's M Stock Holding History

Lake Point Wealth Management’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$11K Hold
603
– – 0.01% 143
2022
Q1 		$15K Hold
603
– – 0.01% 131
2021
Q4 		$16K Hold
603
– – 0.01% 132
2021
Q3 		$14K Hold
603
– – 0.01% 137
2021
Q2 		$11K Buy
+603
New +$10.7K 0.01% 163

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Lake Point Wealth Management held its Macy's (M) position steady in Q2 2022 at 603 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #143.

Lake Point Wealth Management first reported a position in M in Q2 2021 and has held it in 5 quarters since. The position peaked at $16K in Q4 2021. 416 funds tracked by Wall St. Rank hold M as of Q2 2022.

  • Lake Point Wealth Management held 603 shares of Macy's worth $11K as of Q2 2022.
  • Lake Point Wealth Management left its Macy's share count unchanged in Q2 2022.
  • Macy's made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #143 holding.
  • Lake Point Wealth Management first reported a position in Macy's in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Macy's position peaked at $16K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Macy's as of Q2 2022.

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