Lake Point Wealth Management’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$244K	Buy	6,215 +2	+0%	+$82	0.14%	28
2022 Q1	$274K	Buy	6,213 +2	+0%	+$96	0.13%	26
2021 Q4	$316K	Buy	6,211 +1	+0%	+$51	0.14%	27
2021 Q3	$285K	Buy	6,210 +2	+0%	+$95	0.13%	26
2021 Q2	$305K	Buy	+6,208	New	+$305K	0.14%	22
2020 Q1	$166K	Sell	6,179 -555	-8%	-$17.4K	0.15%	25
2019 Q4	$236K	Buy	+6,734	New	+$232K	0.08%	44
2019 Q2	$173K	Sell	5,624 -5,624	-50%	-$169K	0.06%	48
2019 Q1	$173K	Buy	11,248 +5,624	+100%	+$172K	0.06%	48
2018 Q4	$162K	Buy	+5,624	New	+$169K	0.06%	171

Other funds holding FFIN

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lake Point Wealth Management increased its First Financial Bankshares (FFIN) stake by 0.03% in Q2 2022, buying an estimated $82 and bringing the position to 6,215 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #28.

Lake Point Wealth Management first reported a position in FFIN in Q4 2018 and has held it in 10 quarters since. The position peaked at $316K in Q4 2021. 288 funds tracked by Wall St. Rank hold FFIN as of Q2 2022.

Lake Point Wealth Management held 6,215 shares of First Financial Bankshares worth $244K as of Q2 2022.
Lake Point Wealth Management bought 2 First Financial Bankshares shares in Q2 2022, an estimated $82.
First Financial Bankshares made up 0.14% of Lake Point Wealth Management's portfolio in Q2 2022, its #28 holding.
Lake Point Wealth Management first reported a position in First Financial Bankshares in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's First Financial Bankshares position peaked at $316K in Q4 2021.
288 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2022.

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