LPWM
CRC

Lake Point Wealth Management’s California Resources Corporation CRC Stock Holding History

Lake Point Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$0 Hold
3
– – ﹤0.01% 705
2019
Q1 		$0 Hold
3
– – ﹤0.01% 914
2018
Q4 		$0 Buy
+3
New +$85 ﹤0.01% 866

Other funds holding CRC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's CRC Position: Q2 2019 in Review

Lake Point Wealth Management held its California Resources Corporation (CRC) position steady in Q2 2019 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Lake Point Wealth Management first reported a position in CRC in Q4 2018 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold CRC as of Q2 2019.

  • Lake Point Wealth Management held 3 shares of California Resources Corporation worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its California Resources Corporation share count unchanged in Q2 2019.
  • California Resources Corporation made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #705 holding.
  • Lake Point Wealth Management first reported a position in California Resources Corporation in Q4 2018 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.