Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Cim Real Estate Fin Tr Inc
Q1 2020 Filed on May 18, 2020
10,595
N/A
Boston Capital Tax Credit Fund LP (Nv)
Q1 2020 Filed on May 18, 2020
1,000
N/A
Aei Income & Growth Fund 25 Based On Mgmts Unconfi
Q1 2020 Filed on May 18, 2020
36
N/A
VMW
Vmware, Inc.

Technology
Q1 2020 Filed on May 18, 2020
25
$93.01 - $162.33 $2.33K - $4.06K
V
Visa Inc.

Financial Services
Q1 2020 Filed on May 18, 2020
14
$135.74 - $213.31 $1.9K - $2.99K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2020 Filed on May 18, 2020
121
$85.17 - $138.52 $10.3K - $16.8K
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2020 Filed on May 18, 2020
10,000
N/A
COHN
Cohen & CO Inc.

Financial Services
Q1 2020 Filed on May 18, 2020
1
$3.13 - $5.11 $3.13 - $5.11
Chesapeake Energy Corp
Q1 2020 Filed on May 18, 2020
210
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on May 18, 2020
109
$27.64 - $45.48 $3.01K - $4.96K
BAX
Baxter International Inc

Healthcare
Q1 2020 Filed on May 18, 2020
125
$71.57 - $93.3 $8.95K - $11.7K
American International Group Inc
Q1 2020 Filed on May 18, 2020
12
N/A
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q1 2020 Filed on May 18, 2020
100
$7.75 - $14.96 $775 - $1.5K
GOOGL
Alphabet Inc.

Communication Services
Q1 2020 Filed on May 18, 2020
3
$52.71 - $76.24 $158 - $229
KEY
Keycorp

Financial Services
Q1 2020 Filed on May 18, 2020
94
$8.16 - $20.26 $767 - $1.9K
Laredo Petroleum Inc
Q1 2020 Filed on May 18, 2020
4,719
N/A
Pimco International Bond (Usd Hdg) A
Q1 2020 Filed on May 18, 2020
29
N/A
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 18, 2020
50
$82.38 - $131.64 $4.12K - $6.58K
SNY
Sanofi

Healthcare
Q1 2020 Filed on May 18, 2020
137
$38.02 - $51.66 $5.21K - $7.08K
PPL
Ppl Corp

Utilities
Q1 2020 Filed on May 18, 2020
126
$18.59 - $36.74 $2.34K - $4.63K
ORI
Old Republic International Corp

Financial Services
Q1 2020 Filed on May 18, 2020
73
$12.33 - $23.49 $900 - $1.71K
MC
Moelis & CO

Financial Services
Q1 2020 Filed on May 18, 2020
70
$23.83 - $39.95 $1.67K - $2.8K
MTDR
Matador Resources CO

Energy
Q1 2020 Filed on May 18, 2020
9,845
$1.2 - $19.66 $11.8K - $194K
LMT
Lockheed Martin Corp

Industrials
Q1 2020 Filed on May 18, 2020
452
$276.8 - $439.85 $125K - $199K
Ak Steel Holding Corp
Q1 2020 Filed on May 18, 2020
34
N/A
Fidelity Freedom 2025
Q1 2020 Filed on May 18, 2020
22
N/A
American Funds Washington Mutual A
Q1 2020 Filed on May 18, 2020
1,830
N/A
American Funds Capital World Gr&Inc A
Q1 2020 Filed on May 18, 2020
676
N/A
American Funds Capital Income Bldr A
Q1 2020 Filed on May 18, 2020
994
N/A
American Funds American Mutual A
Q1 2020 Filed on May 18, 2020
73
N/A
Core Site Realty Corp
Q1 2020 Filed on May 18, 2020
15
N/A
American Funds American Balanced F1
Q1 2020 Filed on May 18, 2020
1,167
N/A
American Funds American Balanced A
Q1 2020 Filed on May 18, 2020
2,891
N/A
GOLD
Barrick Gold Corp

Basic Materials
Q1 2020 Filed on May 18, 2020
100
$15.67 - $22.03 $1.57K - $2.2K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2020 Filed on May 18, 2020
41
$29.31 - $46.12 $1.2K - $1.89K
American Century Equity Income Inv
Q1 2020 Filed on May 18, 2020
88
N/A
CHIS
Global X Fds Msci China Consum

ETFs
Q1 2020 Filed on May 18, 2020
135
$18.63 - $22.75 $2.52K - $3.07K
American Funds Capital World Gr&Inc C
Q1 2020 Filed on May 18, 2020
382
N/A
American Funds Smallcap World A
Q1 2020 Filed on May 18, 2020
459
N/A
American Funds New Perspective A
Q1 2020 Filed on May 18, 2020
2,523
N/A
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on May 18, 2020
30
$13.09 - $50.17 $393 - $1.51K
American Funds New Economy A
Q1 2020 Filed on May 18, 2020
476
N/A
ISCNF
Isracann Biosciences Inc Com (
Q1 2020 Filed on May 18, 2020
3,000
$0.12 - $0.39 $360 - $1.17K
American Funds Invmt CO Of Amer A
Q1 2020 Filed on May 18, 2020
6,858
N/A
American Funds Income Fund Of Amer A
Q1 2020 Filed on May 18, 2020
3,453
N/A
American Funds Growth Fund Of Amer A
Q1 2020 Filed on May 18, 2020
3,674
N/A
American Funds Fundamental Invs A
Q1 2020 Filed on May 18, 2020
2,681
N/A
Cboe Vest S&P 500 Buffer Strategy Instl
Q1 2020 Filed on May 18, 2020
911
N/A
Western Asset Core Plus Bond I
Q1 2020 Filed on May 18, 2020
2,859
N/A
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