Lake Point Wealth Management’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	381
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	384
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	334
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	364
2021 Q2	$1K	Buy	+80	New	+$1.38K	﹤0.01%	376
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	324
2019 Q4	$1K	Buy	+80	New	+$939	﹤0.01%	560
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	608
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	607
2018 Q4	$1K	Buy	+80	New	+$1.07K	﹤0.01%	760

Other funds holding IBKR

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

Kayne Anderson Rudnick Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return