Lake Point Wealth Management’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14	Closed	-$3K	–	466
2019 Q4	$3K	Buy	+14	New	+$2.52K	﹤0.01%	443
2019 Q1	–	Sell	-1,595	Closed	-$210K	–	860
2018 Q4	$210K	Buy	+1,595	New	+$220K	0.08%	142

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lake Point Wealth Management's V Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Visa (V) in Q1 2020, closing a stake of 14 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in V in Q4 2018 and held it in 2 quarters. The position peaked at $210K in Q4 2018. 2,638 funds tracked by Wall St. Rank hold V as of Q1 2020.

Lake Point Wealth Management reported no remaining Visa position as of Q1 2020 after selling out during the quarter.
Lake Point Wealth Management sold 14 Visa shares in Q1 2020, an estimated $3K.
Lake Point Wealth Management first reported a position in Visa in Q4 2018 and held it in 2 quarters.
Lake Point Wealth Management's Visa position peaked at $210K in Q4 2018.
2,638 funds tracked by Wall St. Rank held Visa as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.