Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2021 Filed on Aug 04, 2021
109
$44.13 - $61.52 $4.81K - $6.71K
Freeport Mcmoran Inc
Q2 2021 Filed on Aug 04, 2021
3
N/A
RHI
Robert Half International Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
95
$77.66 - $91.43 $7.38K - $8.69K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2021 Filed on Aug 04, 2021
55
$158.58 - $193.25 $8.72K - $10.6K
Etrade Financial
Q2 2021 Filed on Aug 04, 2021
1
N/A
TDY
Teledyne Technologies Inc

Technology
Q2 2021 Filed on Aug 04, 2021
5
$402.58 - $452.22 $2.01K - $2.26K
UTHR
United Therapeutics Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
65
$170.47 - $211.93 $11.1K - $13.8K
At&T Inc
Q2 2021 Filed on Aug 04, 2021
2
N/A
Bankofamerica
Q2 2021 Filed on Aug 04, 2021
1
N/A
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2021 Filed on Aug 04, 2021
50
$37.12 - $40.79 $1.86K - $2.04K
Cleveland Cliffs Inc
Q2 2021 Filed on Aug 04, 2021
1
N/A
General Motors
Q2 2021 Filed on Aug 04, 2021
3
N/A
IYR
Ishares Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
11
$93.58 - $104.97 $1.03K - $1.15K
VFF
Village Farms International, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
400
$7.89 - $13.81 $3.16K - $5.52K
TLLTF
Tilt Holdings Inc.
Q2 2021 Filed on Aug 04, 2021
1,500
$0.43 - $0.56 $645 - $840
Telephone &
Q2 2021 Filed on Aug 04, 2021
0
N/A
Radient Technologies
Q2 2021 Filed on Aug 04, 2021
455
N/A
Weatherford Intl
Q2 2021 Filed on Aug 04, 2021
38
N/A
NSPRB
Nustar Energy LP
Q2 2021 Filed on Aug 04, 2021
456
N/A
N1 Liquidating
Q2 2021 Filed on Aug 04, 2021
9,576
N/A
Motors Liquidation
Q2 2021 Filed on Aug 04, 2021
7
N/A
Barclays PLC
Q2 2021 Filed on Aug 04, 2021
2
N/A
Hospitality Invs
Q2 2021 Filed on Aug 04, 2021
5,473
N/A
Cleveland Cliffs Inc
Q2 2021 Filed on Aug 04, 2021
1
N/A
Wells Fargo
Q2 2021 Filed on Aug 04, 2021
0
N/A
Allied Capital
Q2 2021 Filed on Aug 04, 2021
735
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
139
$51.41 - $61.22 $7.15K - $8.51K
Hexo Corp
Q2 2021 Filed on Aug 04, 2021
300
N/A
Graftech International
Q2 2021 Filed on Aug 04, 2021
1
N/A
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
100
$37.9 - $51.88 $3.79K - $5.19K
Frelii Inc
Q2 2021 Filed on Aug 04, 2021
560
N/A
FNMAS
Federal National Mortgage Association Fannie Mae

Financial Services
Q2 2021 Filed on Aug 04, 2021
3,658
$2.12 - $6.85 $7.75K - $25.1K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2021 Filed on Aug 04, 2021
4
$65.04 - $76.75 $260 - $307
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
45
$75.13 - $85.57 $3.38K - $3.85K
DOW
Dow Inc.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
45
$60.93 - $70.91 $2.74K - $3.19K
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2021 Filed on Aug 04, 2021
20
$116.0 - $153.8 $2.32K - $3.08K
ED
Consolidated Edison Inc

Utilities
Q2 2021 Filed on Aug 04, 2021
70
$71.72 - $79.85 $5.02K - $5.59K
CWBHF
Charlotte'S Web Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
125
$3.27 - $4.77 $409 - $596
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 04, 2021
45
$42.71 - $49.79 $1.92K - $2.24K
Assured Guaranty
Q2 2021 Filed on Aug 04, 2021
9
N/A
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 04, 2021
50
$32.35 - $37.95 $1.62K - $1.9K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2021 Filed on Aug 04, 2021
100
$19.06 - $20.89 $1.91K - $2.09K
BCS
Barclays PLC

Financial Services
Q2 2021 Filed on Aug 04, 2021
300
$9.56 - $10.74 $2.87K - $3.22K
RMD
Resmed Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
10
$187.97 - $247.09 $1.88K - $2.47K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
200
$6.23 - $10.03 $1.25K - $2.01K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
20
$96.45 - $107.16 $1.93K - $2.14K
VIS
Vanguard Industrial ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
19
$190.53 - $201.98 $3.62K - $3.84K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
80
$6.6 - $11.28 $528 - $902
Axa Equitable
Q2 2021 Filed on Aug 04, 2021
200
N/A
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