Lake Point Wealth Management’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	317
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	287
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	295
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	278
2021 Q2	$2K	Buy	+40	New	+$2.54K	﹤0.01%	332
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	261
2019 Q4	$2K	Buy	+40	New	+$2.44K	﹤0.01%	482

Other funds holding FAF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lake Point Wealth Management held its First American (FAF) position steady in Q2 2022 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Lake Point Wealth Management first reported a position in FAF in Q4 2019 and has held it in 7 quarters since. The position peaked at $3K in Q1 2022. 391 funds tracked by Wall St. Rank hold FAF as of Q2 2022.

Lake Point Wealth Management held 40 shares of First American worth $2K as of Q2 2022.
Lake Point Wealth Management left its First American share count unchanged in Q2 2022.
First American made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #317 holding.
Lake Point Wealth Management first reported a position in First American in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's First American position peaked at $3K in Q1 2022.
391 funds tracked by Wall St. Rank held First American as of Q2 2022.

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