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Institute for Wealth Management’s Five Point Holdings FPH Stock Holding History

Institute for Wealth Management’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-48,000
Closed -$188K – 479
2022
Q2 		$188K Buy
+48,000
New +$248K 0.04% 495

Other funds holding FPH

LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Institute for Wealth Management's FPH Position: Q3 2022 in Review

Institute for Wealth Management sold out of Five Point Holdings (FPH) in Q3 2022, closing a stake of 48,000 shares — an estimated $188K sold.

Institute for Wealth Management first reported a position in FPH in Q2 2022 and held it in 1 quarter. The position peaked at $188K in Q2 2022. 65 funds tracked by Wall St. Rank hold FPH as of Q3 2022.

  • Institute for Wealth Management reported no remaining Five Point Holdings position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 48,000 Five Point Holdings shares in Q3 2022, an estimated $188K.
  • Institute for Wealth Management first reported a position in Five Point Holdings in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Five Point Holdings position peaked at $188K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Five Point Holdings as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.