Lake Point Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-650	Closed	-$48K	–	440
2021 Q2	$48K	Buy	+650	New	+$47.3K	0.02%	67
2020 Q1	–	Sell	-367	Closed	-$20K	–	437
2019 Q4	$20K	Buy	+367	New	+$19.4K	0.01%	209
2019 Q2	$18K	Hold	367	–	–	0.01%	253
2019 Q1	$18K	Buy	367 +24	+7%	+$1.08K	0.01%	253
2018 Q4	$14K	Buy	+343	New	+$15.3K	0.01%	404

Other funds holding MOAT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Lake Point Wealth Management's MOAT Position: Q3 2021 in Review

Lake Point Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 650 shares — an estimated $48K sold.

Lake Point Wealth Management first reported a position in MOAT in Q4 2018 and held it in 5 quarters. The position peaked at $48K in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Lake Point Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 650 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $48K.
Lake Point Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 5 quarters.
Lake Point Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $48K in Q2 2021.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.