LPWM
ASG

Lake Point Wealth Management’s Liberty All-Star Growth Fund ASG Stock Holding History

Lake Point Wealth Management’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$2K – 421
2021
Q4 		$2K Buy
+200
New +$1.82K ﹤0.01% 325

Other funds holding ASG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Point Wealth Management's ASG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Liberty All-Star Growth Fund (ASG) in Q1 2022, closing a stake of 200 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in ASG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 61 funds tracked by Wall St. Rank hold ASG as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Liberty All-Star Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 200 Liberty All-Star Growth Fund shares in Q1 2022, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Liberty All-Star Growth Fund in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Liberty All-Star Growth Fund position peaked at $2K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.