Lake Point Wealth Management’s Canopy Growth CGC Stock Holding History

Lake Point Wealth Management’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Sell	3 -25	-89%	-$1.3K	﹤0.01%	452
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	319
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	329
2021 Q3	$4K	Hold	28	–	–	﹤0.01%	252
2021 Q2	$7K	Buy	+28	New	+$7.17K	﹤0.01%	209
2020 Q1	$0	Sell	3 -23	-88%	-$4.32K	﹤0.01%	402
2019 Q4	$5K	Buy	+26	New	+$5.16K	﹤0.01%	362
2019 Q2	$10K	Hold	26	–	–	﹤0.01%	322
2019 Q1	$10K	Buy	26 +7	+37%	+$3.07K	﹤0.01%	322
2018 Q4	$5K	Buy	+19	New	+$7.13K	﹤0.01%	548

Other funds holding CGC

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Lake Point Wealth Management reduced its Canopy Growth (CGC) stake by 89% in Q2 2022, selling an estimated $1.3K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Lake Point Wealth Management first reported a position in CGC in Q4 2018 and has held it in 10 quarters since. The position peaked at $10K in Q2 2019. 367 funds tracked by Wall St. Rank hold CGC as of Q2 2022.

Lake Point Wealth Management held 3 shares of Canopy Growth worth $0 as of Q2 2022.
Lake Point Wealth Management sold 25 Canopy Growth shares in Q2 2022, an estimated $1.3K.
Canopy Growth made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #452 holding.
Lake Point Wealth Management first reported a position in Canopy Growth in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Canopy Growth position peaked at $10K in Q2 2019.
367 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2022.

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