Lake Point Wealth Management’s Steel Dynamics STLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	297
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	276
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	308
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	293
2021 Q2	$3K	Buy	+50	New	+$2.93K	﹤0.01%	304
2019 Q1	–	Sell	-3,704	Closed	-$111K	–	843
2018 Q4	$111K	Buy	+3,704	New	+$140K	0.04%	199

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

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

Lake Point Wealth Management held its Steel Dynamics (STLD) position steady in Q2 2022 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Lake Point Wealth Management first reported a position in STLD in Q4 2018 and has held it in 6 quarters since. The position peaked at $111K in Q4 2018. 600 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

Lake Point Wealth Management held 50 shares of Steel Dynamics worth $3K as of Q2 2022.
Lake Point Wealth Management left its Steel Dynamics share count unchanged in Q2 2022.
Steel Dynamics made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #297 holding.
Lake Point Wealth Management first reported a position in Steel Dynamics in Q4 2018 and has held it in 6 quarters since.
Lake Point Wealth Management's Steel Dynamics position peaked at $111K in Q4 2018.
600 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

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