LPWM
EFC

Lake Point Wealth Management’s Ellington Financial EFC Stock Holding History

Lake Point Wealth Management’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$15K Buy
1,000
+500
+100% +$7.84K 0.01% 133
2022
Q1 		$9K Hold
500
– – ﹤0.01% 176
2021
Q4 		$9K Buy
+500
New +$8.88K ﹤0.01% 183

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lake Point Wealth Management increased its Ellington Financial (EFC) stake by 100% in Q2 2022, buying an estimated $7.84K and bringing the position to 1,000 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #133.

Lake Point Wealth Management first reported a position in EFC in Q4 2021 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold EFC as of Q2 2022.

  • Lake Point Wealth Management held 1,000 shares of Ellington Financial worth $15K as of Q2 2022.
  • Lake Point Wealth Management bought 500 Ellington Financial shares in Q2 2022, an estimated $7.84K.
  • Ellington Financial made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #133 holding.
  • Lake Point Wealth Management first reported a position in Ellington Financial in Q4 2021 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2022.

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