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Lake Point Wealth Management’s Corcept Therapeutics CORT Stock Holding History

Lake Point Wealth Management’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-430
Closed -$10K – 456
2022
Q1 		$10K Hold
430
– – ﹤0.01% 155
2021
Q4 		$9K Hold
430
– – ﹤0.01% 180
2021
Q3 		$8K Hold
430
– – ﹤0.01% 184
2021
Q2 		$9K Buy
+430
New +$9.57K ﹤0.01% 179

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Corcept Therapeutics (CORT) in Q2 2022, closing a stake of 430 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in CORT in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 225 funds tracked by Wall St. Rank hold CORT as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Corcept Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 430 Corcept Therapeutics shares in Q2 2022, an estimated $10K.
  • Lake Point Wealth Management first reported a position in Corcept Therapeutics in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Corcept Therapeutics position peaked at $10K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q2 2022.

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