Lake Point Wealth Management’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8K	Hold	1,041	–	–	﹤0.01%	169
2022 Q1	$10K	Hold	1,041	–	–	﹤0.01%	158
2021 Q4	$11K	Hold	1,041	–	–	﹤0.01%	165
2021 Q3	$12K	Hold	1,041	–	–	0.01%	145
2021 Q2	$13K	Buy	+1,041	New	+$13.9K	0.01%	150
2020 Q1	$8K	Hold	1,041	–	–	0.01%	121
2019 Q4	$9K	Buy	+1,041	New	+$9.21K	﹤0.01%	283
2019 Q2	$10K	Hold	1,041	–	–	﹤0.01%	324
2019 Q1	$10K	Buy	+1,041	New	+$9.41K	﹤0.01%	324

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Lake Point Wealth Management held its Ericsson (ERIC) position steady in Q2 2022 at 1,041 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Lake Point Wealth Management first reported a position in ERIC in Q1 2019 and has held it in 9 quarters since. The position peaked at $13K in Q2 2021. 316 funds tracked by Wall St. Rank hold ERIC as of Q2 2022.

Lake Point Wealth Management held 1,041 shares of Ericsson worth $8K as of Q2 2022.
Lake Point Wealth Management left its Ericsson share count unchanged in Q2 2022.
Ericsson made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #169 holding.
Lake Point Wealth Management first reported a position in Ericsson in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Ericsson position peaked at $13K in Q2 2021.
316 funds tracked by Wall St. Rank held Ericsson as of Q2 2022.

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