Lake Point Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Buy	+24	New	+$3.24K	﹤0.01%	295

Other funds holding SOXX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2022: 24 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings.

453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

Lake Point Wealth Management held 24 shares of iShares Semiconductor ETF worth $3K as of Q2 2022.
iShares Semiconductor ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares Semiconductor ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #295 holding.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

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