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Lake Point Wealth Management’s CVR Energy CVI Stock Holding History

Lake Point Wealth Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$1K Hold
50
– – ﹤0.01% 309
2019
Q4 		$2K Buy
+50
New +$2.2K ﹤0.01% 477

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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 $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's CVI Position: Q1 2020 in Review

Lake Point Wealth Management held its CVR Energy (CVI) position steady in Q1 2020 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Lake Point Wealth Management first reported a position in CVI in Q4 2019 and has held it in 2 quarters since. The position peaked at $2K in Q4 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

  • Lake Point Wealth Management held 50 shares of CVR Energy worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its CVR Energy share count unchanged in Q1 2020.
  • CVR Energy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #309 holding.
  • Lake Point Wealth Management first reported a position in CVR Energy in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's CVR Energy position peaked at $2K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.