Lake Point Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	405
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	401
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	416
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	383
2021 Q2	$1K	Buy	+6	New	+$615	﹤0.01%	393
2020 Q1	$0	Hold	6	–	–	﹤0.01%	448
2019 Q4	$1K	Buy	+6	New	+$621	﹤0.01%	577
2019 Q2	$50K	Hold	505	–	–	0.02%	131
2019 Q1	$50K	Sell	505 -7,286	-94%	-$690K	0.02%	131
2018 Q4	$670K	Buy	+7,791	New	+$712K	0.25%	70

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Lake Point Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Lake Point Wealth Management first reported a position in RWR in Q4 2018 and has held it in 10 quarters since. The position peaked at $670K in Q4 2018. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

Lake Point Wealth Management held 6 shares of State Street SPDR Dow Jones REIT ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2022.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #405 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $670K in Q4 2018.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

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