Lake Point Wealth Management’s Hess Midstream HESM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4K	Hold	125	–	–	﹤0.01%	250
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	264
2021 Q4	$3K	Buy	125 +25	+25%	+$648	﹤0.01%	296
2021 Q3	$3K	Buy	+100	New	+$2.53K	﹤0.01%	279

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lake Point Wealth Management held its Hess Midstream (HESM) position steady in Q2 2022 at 125 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Lake Point Wealth Management first reported a position in HESM in Q3 2021 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold HESM as of Q2 2022.

Lake Point Wealth Management held 125 shares of Hess Midstream worth $4K as of Q2 2022.
Lake Point Wealth Management left its Hess Midstream share count unchanged in Q2 2022.
Hess Midstream made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #250 holding.
Lake Point Wealth Management first reported a position in Hess Midstream in Q3 2021 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2022.

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