LPWM
ALSN icon

Lake Point Wealth Management’s Allison Transmission ALSN Stock Holding History

Lake Point Wealth Management’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-194
Closed -$7K – 436
2021
Q3 		$7K Hold
194
– – ﹤0.01% 201
2021
Q2 		$8K Buy
+194
New +$8.25K ﹤0.01% 195
2019
Q1 		– Sell
-340
Closed -$15K – 668
2018
Q4 		$15K Buy
+340
New +$15.8K 0.01% 389

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's ALSN Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Allison Transmission (ALSN) in Q4 2021, closing a stake of 194 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in ALSN in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 284 funds tracked by Wall St. Rank hold ALSN as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Allison Transmission position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 194 Allison Transmission shares in Q4 2021, an estimated $7K.
  • Lake Point Wealth Management first reported a position in Allison Transmission in Q4 2018 and held it in 3 quarters.
  • Lake Point Wealth Management's Allison Transmission position peaked at $15K in Q4 2018.
  • 284 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.