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Lake Point Wealth Management’s Warner Bros WBD Stock Holding History

Lake Point Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$4K Buy
+290
New +$5.38K ﹤0.01% 261
2020
Q1 		$4K Buy
+193
New +$5.3K ﹤0.01% 207

Other funds holding WBD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Warner Bros (WBD) in Q2 2022: 290 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in WBD as recently as Q1 2020.

Lake Point Wealth Management first reported a position in WBD in Q1 2020 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WBD as of Q2 2022.

  • Lake Point Wealth Management held 290 shares of Warner Bros worth $4K as of Q2 2022.
  • Warner Bros was a new Lake Point Wealth Management position in Q2 2022.
  • Warner Bros made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #261 holding.
  • Lake Point Wealth Management first reported a position in Warner Bros in Q1 2020 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Warner Bros as of Q2 2022.

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