LPWM
GHG

Lake Point Wealth Management’s GreenTree Hospitality GHG Stock Holding History

Lake Point Wealth Management’s Portfolio GHG Stock Details GHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed – – 455
2021
Q3 		$0 Buy
+25
New +$230 ﹤0.01% 422

Other funds holding GHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Lake Point Wealth Management's GHG Position: Q4 2021 in Review

Lake Point Wealth Management sold out of GreenTree Hospitality (GHG) in Q4 2021, closing a stake of 25 shares.

Lake Point Wealth Management first reported a position in GHG in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 28 funds tracked by Wall St. Rank hold GHG as of Q4 2021.

  • Lake Point Wealth Management reported no remaining GreenTree Hospitality position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 25 GreenTree Hospitality shares in Q4 2021.
  • Lake Point Wealth Management first reported a position in GreenTree Hospitality in Q3 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's GreenTree Hospitality position peaked at $0 in Q3 2021.
  • 28 funds tracked by Wall St. Rank held GreenTree Hospitality as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.