Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Jc Penney
Q2 2021 Filed on Aug 04, 2021
184
N/A
Parsley Energy
Q2 2021 Filed on Aug 04, 2021
350
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
53
$171.73 - $199.38 $9.1K - $10.6K
Mcdermott International
Q2 2021 Filed on Aug 04, 2021
233
N/A
Match Group
Q2 2021 Filed on Aug 04, 2021
20
N/A
CRON
Cronos Group Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
200
$7.16 - $9.41 $1.43K - $1.88K
Liberty Media
Q2 2021 Filed on Aug 04, 2021
2,000
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2021 Filed on Aug 04, 2021
43
$166.65 - $179.87 $7.17K - $7.73K
Aurora Cannabis
Q2 2021 Filed on Aug 04, 2021
623
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
75
$34.24 - $37.05 $2.57K - $2.78K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
30
$115.26 - $132.96 $3.46K - $3.99K
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Aug 04, 2021
100
$36.61 - $41.42 $3.66K - $4.14K
Spdr Mfs
Q2 2021 Filed on Aug 04, 2021
128
N/A
Byd CO
Q2 2021 Filed on Aug 04, 2021
200
N/A
CURLF
Curaleaf Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
920
$12.77 - $15.21 $11.7K - $14K
Business Development
Q2 2021 Filed on Aug 04, 2021
8,215
N/A
Seagate Technology
Q2 2021 Filed on Aug 04, 2021
100
N/A
Waddell &
Q2 2021 Filed on Aug 04, 2021
30
N/A
VST
Vistra Corp.

Utilities
Q2 2021 Filed on Aug 04, 2021
1,000
$15.92 - $18.81 $15.9K - $18.8K
Vereit Inc
Q2 2021 Filed on Aug 04, 2021
500
N/A
UPS
United Parcel Service Inc

Industrials
Q2 2021 Filed on Aug 04, 2021
30
$171.28 - $217.5 $5.14K - $6.53K
TDC
Teradata Corp

Technology
Q2 2021 Filed on Aug 04, 2021
30
$38.58 - $53.07 $1.16K - $1.59K
Talend Sa
Q2 2021 Filed on Aug 04, 2021
50
N/A
Sandridge Mississippian
Q2 2021 Filed on Aug 04, 2021
1,000
N/A
Sandridge Permian
Q2 2021 Filed on Aug 04, 2021
1,000
N/A
KMPR
Kemper Corp

Financial Services
Q2 2021 Filed on Aug 04, 2021
270
$69.65 - $83.4 $18.8K - $22.5K
AMT
American Tower Corp

Real Estate
Q2 2021 Filed on Aug 04, 2021
20
$240.06 - $272.79 $4.8K - $5.46K
Aphria Inc
Q2 2021 Filed on Aug 04, 2021
232
N/A
HEI
Heico Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
50
$127.98 - $148.24 $6.4K - $7.41K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
403
$18.26 - $22.37 $7.36K - $9.02K
Hd Supply
Q2 2021 Filed on Aug 04, 2021
7
N/A
EC
Ecopetrol S.A.

Energy
Q2 2021 Filed on Aug 04, 2021
125
$11.62 - $14.84 $1.45K - $1.86K
CW
Curtiss Wright Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
140
$117.92 - $132.49 $16.5K - $18.5K
Colony Credit
Q2 2021 Filed on Aug 04, 2021
3,598
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2021 Filed on Aug 04, 2021
354
N/A
CAH
Cardinal Health Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
30
$55.56 - $62.02 $1.67K - $1.86K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
500
$45.53 - $53.55 $22.8K - $26.8K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2021 Filed on Aug 04, 2021
108
$61.91 - $67.42 $6.69K - $7.28K
Bg Staffing
Q2 2021 Filed on Aug 04, 2021
125
N/A
Hi Crush Partners
Q2 2021 Filed on Aug 04, 2021
14,500
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Aug 04, 2021
126
$110.51 - $117.85 $13.9K - $14.8K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2021 Filed on Aug 04, 2021
4
$99.98 - $113.73 $400 - $455
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2021 Filed on Aug 04, 2021
3
$99.12 - $110.44 $297 - $331
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 04, 2021
31,621
$92.76 - $98.86 $2.93M - $3.13M
Ishares Gold
Q2 2021 Filed on Aug 04, 2021
940,665
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2021 Filed on Aug 04, 2021
30
$43.02 - $46.11 $1.29K - $1.38K
NSP
Insperity, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
20
$82.94 - $94.51 $1.66K - $1.89K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
324
$40.03 - $44.52 $13K - $14.4K
ITA
Ishares Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
17
$102.24 - $112.9 $1.74K - $1.92K
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