Lake Point Wealth Management’s Hertz HTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$7K Sell
462
-300
-39% -$5.92K ﹤0.01% 190
2022
Q1
$17K Buy
762
+200
+36% +$4.2K 0.01% 118
2021
Q4
$14K Buy
+562
New +$13.5K 0.01% 142

Other funds holding HTZ

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

Lake Point Wealth Management reduced its Hertz (HTZ) stake by 39% in Q2 2022, selling an estimated $5.92K and leaving 462 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Lake Point Wealth Management first reported a position in HTZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $17K in Q1 2022. 229 funds tracked by Wall St. Rank hold HTZ as of Q2 2022.

  • Lake Point Wealth Management held 462 shares of Hertz worth $7K as of Q2 2022.
  • Lake Point Wealth Management sold 300 Hertz shares in Q2 2022, an estimated $5.92K.
  • Hertz made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #190 holding.
  • Lake Point Wealth Management first reported a position in Hertz in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Hertz position peaked at $17K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Hertz as of Q2 2022.

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