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Lake Point Wealth Management’s Douglas Elliman DOUG Stock Holding History

Lake Point Wealth Management’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-312
Closed -$2K – 462
2022
Q1 		$2K Sell
312
-1
-0.3% -$8 ﹤0.01% 322
2021
Q4 		$3K Buy
+313
New +$3.52K ﹤0.01% 293

Other funds holding DOUG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Douglas Elliman (DOUG) in Q2 2022, closing a stake of 312 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in DOUG in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 166 funds tracked by Wall St. Rank hold DOUG as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Douglas Elliman position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 312 Douglas Elliman shares in Q2 2022, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Douglas Elliman in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Douglas Elliman position peaked at $3K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2022.

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