Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Ally Financial
Q2 2021 Filed on Aug 04, 2021
5
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2021 Filed on Aug 04, 2021
44
$93.53 - $105.5 $4.12K - $4.64K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
150
$39.67 - $50.69 $5.95K - $7.6K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2021 Filed on Aug 04, 2021
100
$15.54 - $20.2 $1.55K - $2.02K
SAN
Banco Santander, S.A.

Financial Services
Q2 2021 Filed on Aug 04, 2021
200
$3.37 - $4.28 $674 - $856
Altria Group
Q2 2021 Filed on Aug 04, 2021
1
N/A
At&T Inc
Q2 2021 Filed on Aug 04, 2021
3
N/A
Brighthouse Finl
Q2 2021 Filed on Aug 04, 2021
1
N/A
Centurylink Inc
Q2 2021 Filed on Aug 04, 2021
2
N/A
Cleveland Cliffs Inc
Q2 2021 Filed on Aug 04, 2021
5
N/A
Chesapeake Energy
Q2 2021 Filed on Aug 04, 2021
210
N/A
Vodafone Group
Q2 2021 Filed on Aug 04, 2021
2
N/A
Barclays PLC
Q2 2021 Filed on Aug 04, 2021
2
N/A
Synchrony Financial
Q2 2021 Filed on Aug 04, 2021
6
N/A
ICNAF
Icanic Brands CO Inc (Canada)
Q2 2021 Filed on Aug 04, 2021
1,000
$0.24 - $0.38 $240 - $380
American International
Q2 2021 Filed on Aug 04, 2021
3
N/A
Discovery Inc
Q2 2021 Filed on Aug 04, 2021
193
N/A
VGT
Vanguard Information Technolog

ETFs
Q2 2021 Filed on Aug 04, 2021
18
$351.88 - $400.08 $6.33K - $7.2K
Cnx Midstream
Q2 2021 Filed on Aug 04, 2021
100
N/A
CVI
Cvr Energy Inc

Energy
Q2 2021 Filed on Aug 04, 2021
50
$17.34 - $23.44 $867 - $1.17K
CG
Carlyle Group Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
75
$37.3 - $46.98 $2.8K - $3.52K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
100
$93.99 - $125.29 $9.4K - $12.5K
Radian Group
Q2 2021 Filed on Aug 04, 2021
4
N/A
Cit Group
Q2 2021 Filed on Aug 04, 2021
1
N/A
GHMP
Good Hemp, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
25
$0.86 - $2.72 $21.5 - $68
AJX
Great Ajax Corp.

Real Estate
Q2 2021 Filed on Aug 04, 2021
182
$11.34 - $13.07 $2.06K - $2.38K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
75
$72.89 - $77.5 $5.47K - $5.81K
Viacomcbs Cl
Q2 2021 Filed on Aug 04, 2021
1
N/A
MEAR
Blackrock Short Maturity Munic

ETFs
Q2 2021 Filed on Aug 04, 2021
72
$50.17 - $50.27 $3.61K - $3.62K
KOD
Kodiak Sciences Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
75
$77.2 - $126.54 $5.79K - $9.49K
Arconic Inc
Q2 2021 Filed on Aug 04, 2021
33
N/A
Apollo Global
Q2 2021 Filed on Aug 04, 2021
60
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
635
$11.5 - $14.1 $7.3K - $8.95K
GIB
Cgi Inc

Technology
Q2 2021 Filed on Aug 04, 2021
72
$84.18 - $91.89 $6.06K - $6.62K
Exxon Mobil
Q2 2021 Filed on Aug 04, 2021
1
N/A
FFIV
F5, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
42
$174.96 - $215.35 $7.35K - $9.04K
ALLY
Ally Financial Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
350
$46.73 - $56.15 $16.4K - $19.7K
Gs Fin
Q2 2021 Filed on Aug 04, 2021
83
N/A
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
30
$322.24 - $377.51 $9.67K - $11.3K
HAL
Halliburton CO

Energy
Q2 2021 Filed on Aug 04, 2021
1,503
$19.06 - $24.72 $28.6K - $37.2K
AGO
Assured Guaranty LTD

Financial Services
Q2 2021 Filed on Aug 04, 2021
900
$42.56 - $51.74 $38.3K - $46.6K
AMCX
Amc Networks Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
130
$45.15 - $71.43 $5.87K - $9.29K
AYI
Acuity Brands Inc

Industrials
Q2 2021 Filed on Aug 04, 2021
45
$166.99 - $193.11 $7.51K - $8.69K
Alexion Pharmaceuticals
Q2 2021 Filed on Aug 04, 2021
55
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
53
$169.51 - $203.13 $8.98K - $10.8K
DASTY
Dassault Systemes Sa Adr

Technology
Q2 2021 Filed on Aug 04, 2021
1,000
$43.9 - $49.44 $43.9K - $49.4K
Raytheon CO
Q2 2021 Filed on Aug 04, 2021
107
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
900
$69.86 - $77.29 $62.9K - $69.6K
Perspecta Inc
Q2 2021 Filed on Aug 04, 2021
100
N/A
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