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Lake Point Wealth Management’s Agilent Technologies A Stock Holding History

Lake Point Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-447
Closed -$30K – 660
2018
Q4 		$30K Buy
+447
New +$30.1K 0.01% 302

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
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Fidelity Investments
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Lake Point Wealth Management's A Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Agilent Technologies (A) in Q1 2019, closing a stake of 447 shares — an estimated $30K sold.

Lake Point Wealth Management first reported a position in A in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 732 funds tracked by Wall St. Rank hold A as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Agilent Technologies position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 447 Agilent Technologies shares in Q1 2019, an estimated $30K.
  • Lake Point Wealth Management first reported a position in Agilent Technologies in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Agilent Technologies position peaked at $30K in Q4 2018.
  • 732 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.