Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
GHG
Green Tree Hospitality Group Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 23, 2022
25
$7.17 - $9.01 $179 - $225
VVNT
Vivint Smart Home, Inc.

Industrials
Q4 2021 Filed on Feb 23, 2022
25
$8.27 - $12.54 $207 - $314
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Feb 23, 2022
50
$72.5 - $100.68 $3.63K - $5.03K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 23, 2022
64
$181.81 - $285.66 $11.6K - $18.3K
LOGI
Logitech International S.A.

Technology
Q4 2021 Filed on Feb 23, 2022
50
$77.56 - $90.65 $3.88K - $4.53K
DOX
Amdocs LTD

Technology
Q4 2021 Filed on Feb 23, 2022
121
$68.34 - $81.16 $8.27K - $9.82K
Slack Technologies Inc
Q3 2021 Filed on Oct 21, 2021
75
N/A
IXUS
Ishares Tr

ETFs
Q3 2021 Filed on Oct 21, 2021
900
$70.98 - $74.79 $63.9K - $67.3K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2021 Filed on Oct 21, 2021
890
$74.23 - $78.13 $66.1K - $69.5K
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 21, 2021
100
$60.21 - $84.11 $6.02K - $8.41K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2021 Filed on Oct 21, 2021
277
$30.9 - $38.88 $8.56K - $10.8K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2021 Filed on Oct 21, 2021
14
$172.38 - $193.49 $2.41K - $2.71K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 21, 2021
108
$46.72 - $53.59 $5.05K - $5.79K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2021 Filed on Oct 21, 2021
100
$69.51 - $92.41 $6.95K - $9.24K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 21, 2021
30
$24.67 - $51.48 $740 - $1.54K
GMAB
Genmab A/S

Healthcare
Q3 2021 Filed on Oct 21, 2021
150
$41.55 - $48.72 $6.23K - $7.31K
VLO
Valero Energy Corp

Energy
Q3 2021 Filed on Oct 21, 2021
100
$60.2 - $78.07 $6.02K - $7.81K
AVNT
Avient Corp

Basic Materials
Q3 2021 Filed on Oct 21, 2021
198
$44.54 - $52.49 $8.82K - $10.4K
CSWI
Csw Industrials, Inc.

Industrials
Q3 2021 Filed on Oct 21, 2021
13
$112.02 - $137.04 $1.46K - $1.78K
Churchill Capital Corp Iv
Q3 2021 Filed on Oct 21, 2021
100
N/A
KBR
Kbr, Inc.

Industrials
Q3 2021 Filed on Oct 21, 2021
225
$37.21 - $40.27 $8.37K - $9.06K
CI
Cigna Corp

Healthcare
Q3 2021 Filed on Oct 21, 2021
28
$200.16 - $238.3 $5.6K - $6.67K
General Electric CO
Q3 2021 Filed on Oct 21, 2021
4,840
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2021 Filed on Oct 21, 2021
71
$51.04 - $51.35 $3.62K - $3.65K
MU
Micron Technology Inc

Technology
Q3 2021 Filed on Oct 21, 2021
200
$70.23 - $82.0 $14K - $16.4K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q3 2021 Filed on Oct 21, 2021
300
$86.49 - $93.17 $25.9K - $28K
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Oct 21, 2021
75
$74.19 - $86.48 $5.56K - $6.49K
SE
Sea LTD

Consumer Cyclical
Q3 2021 Filed on Oct 21, 2021
10
$267.0 - $353.36 $2.67K - $3.53K
K
Kellogg CO

Consumer Defensive
Q3 2021 Filed on Oct 21, 2021
34
$61.74 - $66.99 $2.1K - $2.28K
Msg Network Inc
Q3 2021 Filed on Oct 21, 2021
614
N/A
PAVM
Pa Vmed Inc.

Healthcare
Q3 2021 Filed on Oct 21, 2021
200
$5.1 - $9.39 $1.02K - $1.88K
XM
Qualtrics International Inc.

Technology
Q3 2021 Filed on Oct 21, 2021
161
$33.46 - $48.15 $5.39K - $7.75K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2021 Filed on Oct 21, 2021
1,000
$31.76 - $33.8 $31.8K - $33.8K
VRTV
Veritiv Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
2
$40.76 - $66.47 $81.5 - $133
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2021 Filed on Aug 04, 2021
280
$209.28 - $222.82 $58.6K - $62.4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2021 Filed on Aug 04, 2021
34
$63.55 - $67.5 $2.16K - $2.3K
BNDX
Vanguard Total International B

ETFs
Q2 2021 Filed on Aug 04, 2021
50
$56.57 - $57.29 $2.83K - $2.86K
CC
Chemours CO

Basic Materials
Q2 2021 Filed on Aug 04, 2021
21
$27.43 - $37.88 $576 - $795
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Aug 04, 2021
2
$152.43 - $177.6 $305 - $355
Sprint Corp
Q2 2021 Filed on Aug 04, 2021
500
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2021 Filed on Aug 04, 2021
59
$29.57 - $30.41 $1.74K - $1.79K
Walt Disney
Q2 2021 Filed on Aug 04, 2021
1
N/A
Pacific Coast
Q2 2021 Filed on Aug 04, 2021
1,200
N/A
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
203
$39.77 - $43.55 $8.07K - $8.84K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
6
$507.82 - $566.21 $3.05K - $3.4K
JPIN
Jp Morgan Diversified Return I

ETFs
Q2 2021 Filed on Aug 04, 2021
31
$61.55 - $64.56 $1.91K - $2K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2021 Filed on Aug 04, 2021
61
$92.22 - $98.22 $5.63K - $5.99K
VICI
Vici Properties Inc.

Real Estate
Q2 2021 Filed on Aug 04, 2021
60
$28.64 - $33.14 $1.72K - $1.99K
FIZZ
National Beverage Corp

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
130
$44.73 - $54.7 $5.81K - $7.11K
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