LPWM
XYZ

Lake Point Wealth Management’s Block Inc XYZ Stock Holding History

Lake Point Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
12
– – ﹤0.01% 430
2022
Q1 		$2K Hold
12
– – ﹤0.01% 362
2021
Q4 		$2K Sell
12
-34
-74% -$7.37K ﹤0.01% 366
2021
Q3 		$11K Sell
46
-30
-39% -$7.71K 0.01% 159
2021
Q2 		$19K Buy
+76
New +$17.6K 0.01% 124
2020
Q1 		$4K Hold
67
– – ﹤0.01% 210
2019
Q4 		$4K Buy
+67
New +$4.28K ﹤0.01% 408
2019
Q2 		$5K Hold
67
– – ﹤0.01% 433
2019
Q1 		$5K Hold
67
– – ﹤0.01% 433
2018
Q4 		$4K Buy
+67
New +$4.73K ﹤0.01% 599

Other funds holding XYZ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return