Lake Point Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Lake Point Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$48K	Buy	1,962 +1,924	+5,063%	+$50.6K	0.03%	70
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	381
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	384
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	359
2021 Q2	$1K	Buy	+38	New	+$900	﹤0.01%	370

Other funds holding EPD

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Lake Point Wealth Management increased its Enterprise Products Partners (EPD) stake by 5,063% in Q2 2022, buying an estimated $50.6K and bringing the position to 1,962 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #70.

Lake Point Wealth Management first reported a position in EPD in Q2 2021 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

Lake Point Wealth Management held 1,962 shares of Enterprise Products Partners worth $48K as of Q2 2022.
Lake Point Wealth Management bought 1,924 Enterprise Products Partners shares in Q2 2022, an estimated $50.6K.
Enterprise Products Partners made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #70 holding.
Lake Point Wealth Management first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 5 quarters since.
1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

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