LPWM
POWR

Lake Point Wealth Management’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Lake Point Wealth Management’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-522
Closed -$9K – 439
2021
Q4 		$9K Buy
+522
New +$9.61K ﹤0.01% 184

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lake Point Wealth Management's POWR Position: Q1 2022 in Review

Lake Point Wealth Management sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2022, closing a stake of 522 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in POWR in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 35 funds tracked by Wall St. Rank hold POWR as of Q1 2022.

  • Lake Point Wealth Management reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 522 iShares U.S. Power Infrastructure ETF shares in Q1 2022, an estimated $9K.
  • Lake Point Wealth Management first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares U.S. Power Infrastructure ETF position peaked at $9K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.