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Castle Rock Wealth Management’s Louisiana-Pacific LPX Stock Holding History

Castle Rock Wealth Management’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-19,868
Closed -$1.15M – 263
2021
Q2 		$1.15M Buy
19,868
+4,818
+32% +$308K 0.42% 73
2021
Q1 		$966K Buy
+15,050
New +$682K 0.39% 96

Other funds holding LPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Castle Rock Wealth Management's LPX Position: Q3 2021 in Review

Castle Rock Wealth Management sold out of Louisiana-Pacific (LPX) in Q3 2021, closing a stake of 19,868 shares — an estimated $1.15M sold.

Castle Rock Wealth Management first reported a position in LPX in Q1 2021 and held it in 2 quarters. The position peaked at $1.15M in Q2 2021. 397 funds tracked by Wall St. Rank hold LPX as of Q3 2021.

  • Castle Rock Wealth Management reported no remaining Louisiana-Pacific position as of Q3 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 19,868 Louisiana-Pacific shares in Q3 2021, an estimated $1.15M.
  • Castle Rock Wealth Management first reported a position in Louisiana-Pacific in Q1 2021 and held it in 2 quarters.
  • Castle Rock Wealth Management's Louisiana-Pacific position peaked at $1.15M in Q2 2021.
  • 397 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q3 2021.

Based on Castle Rock Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.