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Lake Point Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Lake Point Wealth Management’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-105
Closed -$9K – 503
2022
Q1 		$9K Hold
105
– – ﹤0.01% 182
2021
Q4 		$7K Hold
105
– – ﹤0.01% 226
2021
Q3 		$8K Buy
+105
New +$7.87K ﹤0.01% 191

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Sphere Entertainment (SPHR) in Q2 2022, closing a stake of 105 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in SPHR in Q3 2021 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 207 funds tracked by Wall St. Rank hold SPHR as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Sphere Entertainment position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 105 Sphere Entertainment shares in Q2 2022, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Sphere Entertainment in Q3 2021 and held it in 3 quarters.
  • Lake Point Wealth Management's Sphere Entertainment position peaked at $9K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2022.

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