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Lake Point Wealth Management’s United Microelectronic UMC Stock Holding History

Lake Point Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5K Hold
713
– – ﹤0.01% 239
2022
Q1 		$7K Hold
713
– – ﹤0.01% 216
2021
Q4 		$8K Sell
713
-12
-2% -$134 ﹤0.01% 206
2021
Q3 		$8K Hold
725
– – ﹤0.01% 194
2021
Q2 		$7K Buy
+725
New +$6.79K ﹤0.01% 221

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lake Point Wealth Management held its United Microelectronic (UMC) position steady in Q2 2022 at 713 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Lake Point Wealth Management first reported a position in UMC in Q2 2021 and has held it in 5 quarters since. The position peaked at $8K in Q4 2021. 224 funds tracked by Wall St. Rank hold UMC as of Q2 2022.

  • Lake Point Wealth Management held 713 shares of United Microelectronic worth $5K as of Q2 2022.
  • Lake Point Wealth Management left its United Microelectronic share count unchanged in Q2 2022.
  • United Microelectronic made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #239 holding.
  • Lake Point Wealth Management first reported a position in United Microelectronic in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's United Microelectronic position peaked at $8K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2022.

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