Lake Point Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	332
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	342
2021 Q4	$2K	Hold	56	–	–	﹤0.01%	345
2021 Q3	$2K	Hold	56	–	–	﹤0.01%	325
2021 Q2	$2K	Buy	+56	New	+$2.05K	﹤0.01%	342
2020 Q1	$1K	Hold	56	–	–	﹤0.01%	348
2019 Q4	$2K	Buy	+56	New	+$2.25K	﹤0.01%	506
2019 Q2	$29K	Hold	749	–	–	0.01%	208
2019 Q1	$29K	Sell	749 -20,284	-96%	-$773K	0.01%	208
2018 Q4	$743K	Buy	+21,033	New	+$775K	0.28%	63

Other funds holding RWX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Lake Point Wealth Management held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2022 at 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Lake Point Wealth Management first reported a position in RWX in Q4 2018 and has held it in 10 quarters since. The position peaked at $743K in Q4 2018. 170 funds tracked by Wall St. Rank hold RWX as of Q2 2022.

Lake Point Wealth Management held 56 shares of State Street SPDR Dow Jones International Real Estate ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q2 2022.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #332 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $743K in Q4 2018.
170 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2022.

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