LPWM
GRA

Lake Point Wealth Management’s W.R. Grace & Co. GRA Stock Holding History

Lake Point Wealth Management’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$11K Hold
151
– – ﹤0.01% 314
2019
Q1 		$11K Hold
151
– – ﹤0.01% 314
2018
Q4 		$10K Buy
+151
New +$9.76K ﹤0.01% 463

Other funds holding GRA

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's GRA Position: Q2 2019 in Review

Lake Point Wealth Management held its W.R. Grace & Co. (GRA) position steady in Q2 2019 at 151 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Lake Point Wealth Management first reported a position in GRA in Q4 2018 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold GRA as of Q2 2019.

  • Lake Point Wealth Management held 151 shares of W.R. Grace & Co. worth $11K as of Q2 2019.
  • Lake Point Wealth Management left its W.R. Grace & Co. share count unchanged in Q2 2019.
  • W.R. Grace & Co. made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #314 holding.
  • Lake Point Wealth Management first reported a position in W.R. Grace & Co. in Q4 2018 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.