Lake Point Wealth Management Purchases in Q2 2022

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
1
+ 0.49%
$46.23 - $55.01 $46.2 - $55
206 $10K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
New
$88.4 - $105.81 $442 - $529
5 $0
VBR
Vanguard Small Cap Value ETF

ETFs
3
New
$146.67 - $178.24 $440 - $535
3 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
New
$80.76 - $95.44 $80.8 - $95.4
1 $0
NOK
Nokia Corp

Technology
2
+ 0.2%
$4.57 - $5.59 $9.14 - $11.2
1.02K $5K
COP
Conocophillips

Energy
5
+ 13.16%
$87.89 - $122.71 $439 - $614
43 $4K
C
Citigroup Inc

Financial Services
10
New
$45.69 - $54.09 $457 - $541
10 $0
KLIC
Kulicke & Soffa Industries Inc

Technology
10
+ 28.57%
$42.58 - $55.5 $426 - $555
45 $2K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4
+ 1.59%
$22.99 - $29.35 $92 - $117
255 $6K
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.3%
$47.07 - $54.22 $47.1 - $54.2
332 $16K
INTC
Intel Corp

Technology
2
+ 0.62%
$36.97 - $49.2 $73.9 - $98.4
327 $12K
T
At&T Inc.

Communication Services
1
+ 0.08%
$17.92 - $21.32 $17.9 - $21.3
1.21K $25K
IEMG
Ishares Inc

ETFs
256
+ 9.85%
$48.46 - $57.45 $12.4K - $14.7K
2.85K $140K
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 42.31%
$628.16 - $1145.45 $13.8K - $25.2K
74 $50K
MINC
Advisorshares Tr Newfleet Mult

ETFs
2
+ 0.03%
$45.38 - $46.88 $90.8 - $93.8
6.07K $277K
COIN
Coinbase Global, Inc.

Technology
15
+ 39.47%
$47.02 - $191.65 $705 - $2.87K
53 $2K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 1.61%
$89.03 - $109.02 $801 - $981
567 $52K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
408
+ 4.34%
$68.33 - $73.94 $27.9K - $30.2K
9.81K $688K
CCL
Carnival Corp

Consumer Cyclical
435
+ 37.15%
$8.65 - $20.22 $3.76K - $8.8K
1.61K $14K
BAC
Bank Of America Corp

Financial Services
61
+ 4.19%
$31.13 - $40.9 $1.9K - $2.49K
1.52K $47K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.46%
$41.72 - $55.87 $209 - $279
1.1K $47K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.14%
$112.61 - $135.91 $113 - $136
703 $79K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.06%
$41.5 - $56.57 $41.5 - $56.6
1.71K $72K
SHOP
Shopify Inc.

Technology
153
+ 900.0%
$30.35 - $72.73 $4.64K - $11.1K
170 $5K
GE
General Electric CO

Industrials
16
+ 2.64%
$63.67 - $92.49 $1.02K - $1.48K
621 $40K
FFIN
First Financial Bankshares Inc

Financial Services
2
+ 0.03%
$37.69 - $44.5 $75.4 - $89
6.22K $244K
QLS
Indexiq ETF Tr Iq Hedge Long/S

ETFs
827
+ 3.58%
$23.49 - $26.83 $19.4K - $22.2K
24K $574K
AAPL
Apple Inc.

Technology
67
+ 1.69%
$130.06 - $178.44 $8.71K - $12K
4.03K $550K
AMZN
Amazon Com Inc

Consumer Cyclical
2.59K
+ 1919.26%
$102.31 - $168.35 $265K - $436K
2.73K $290K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.83K
+ 0.93%
$54.29 - $67.38 $99.5K - $124K
200K $10.9M
VO
Vanguard Mid Cap ETF

ETFs
4.07K
+ 3.74%
$190.36 - $240.41 $775K - $979K
113K $22.2M
Activity Summary
Buys All Purchases 132 New Holdings 69 Increased Positions 63 Sells All Sells 77 Reductions 32 Sold out 45 Options Calls 0 Puts 0
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