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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BCM

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

JFL

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

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

Lake Point Wealth Management held its Interactive Brokers (IBKR) position steady in Q2 2022 at 80 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Lake Point Wealth Management first reported a position in IBKR in Q4 2018 and has held it in 10 quarters since. The position peaked at $2K in Q4 2021. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2022.

Lake Point Wealth Management held 80 shares of Interactive Brokers worth $1K as of Q2 2022.
Lake Point Wealth Management left its Interactive Brokers share count unchanged in Q2 2022.
Interactive Brokers made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #381 holding.
Lake Point Wealth Management first reported a position in Interactive Brokers in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Interactive Brokers position peaked at $2K in Q4 2021.
343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2022.

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