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Lake Point Wealth Management’s APi Group APG Stock Holding History

Lake Point Wealth Management’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$227K Hold
22,784
– – 0.13% 31
2022
Q1 		$319K Hold
22,784
– – 0.15% 22
2021
Q4 		$391K Sell
22,784
-2,521
-10% -$38.7K 0.17% 23
2021
Q3 		$343K Hold
25,305
– – 0.16% 21
2021
Q2 		$352K Buy
+25,305
New +$359K 0.16% 21

Other funds holding APG

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

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

Lake Point Wealth Management held its APi Group (APG) position steady in Q2 2022 at 22,784 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #31.

Lake Point Wealth Management first reported a position in APG in Q2 2021 and has held it in 5 quarters since. The position peaked at $391K in Q4 2021. 199 funds tracked by Wall St. Rank hold APG as of Q2 2022.

  • Lake Point Wealth Management held 22,784 shares of APi Group worth $227K as of Q2 2022.
  • Lake Point Wealth Management left its APi Group share count unchanged in Q2 2022.
  • APi Group made up 0.13% of Lake Point Wealth Management's portfolio in Q2 2022, its #31 holding.
  • Lake Point Wealth Management first reported a position in APi Group in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's APi Group position peaked at $391K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held APi Group as of Q2 2022.

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