Lake Point Wealth Management’s Fastenal FAST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Hold	140	–	–	﹤0.01%	273
2022 Q1	$4K	Hold	140	–	–	﹤0.01%	259
2021 Q4	$4K	Hold	140	–	–	﹤0.01%	273
2021 Q3	$4K	Hold	140	–	–	﹤0.01%	254
2021 Q2	$4K	Buy	+140	New	+$3.64K	﹤0.01%	266

Other funds holding FAST

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

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Lake Point Wealth Management held its Fastenal (FAST) position steady in Q2 2022 at 140 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Lake Point Wealth Management first reported a position in FAST in Q2 2021 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 1,014 funds tracked by Wall St. Rank hold FAST as of Q2 2022.

Lake Point Wealth Management held 140 shares of Fastenal worth $3K as of Q2 2022.
Lake Point Wealth Management left its Fastenal share count unchanged in Q2 2022.
Fastenal made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #273 holding.
Lake Point Wealth Management first reported a position in Fastenal in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Fastenal position peaked at $4K in Q1 2022.
1,014 funds tracked by Wall St. Rank held Fastenal as of Q2 2022.

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