Lake Point Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$7K Hold
200
﹤0.01% 182
2022
Q1
$8K Hold
200
﹤0.01% 184
2021
Q4
$7K Buy
+200
New +$6.77K ﹤0.01% 210

Other funds holding AMLP

Lake Point Wealth Management's AMLP Position: Q2 2022 in Review

Lake Point Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2022 at 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Lake Point Wealth Management first reported a position in AMLP in Q4 2021 and has held it in 3 quarters since. The position peaked at $8K in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

  • Lake Point Wealth Management held 200 shares of Alerian MLP ETF worth $7K as of Q2 2022.
  • Lake Point Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2022.
  • Alerian MLP ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #182 holding.
  • Lake Point Wealth Management first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Alerian MLP ETF position peaked at $8K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.