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

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Lake Point Wealth Management held its Block Inc (XYZ) position steady in Q2 2022 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Lake Point Wealth Management first reported a position in XYZ in Q4 2018 and has held it in 10 quarters since. The position peaked at $19K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Lake Point Wealth Management held 12 shares of Block Inc worth $1K as of Q2 2022.
Lake Point Wealth Management left its Block Inc share count unchanged in Q2 2022.
Block Inc made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #430 holding.
Lake Point Wealth Management first reported a position in Block Inc in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Block Inc position peaked at $19K in Q2 2021.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

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