LPWM
KW

Lake Point Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Lake Point Wealth Management’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$1K Buy
+100
New +$1.99K ﹤0.01% 335

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Lake Point Wealth Management's KW Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Kennedy-Wilson Holdings (KW) in Q1 2020: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

188 funds tracked by Wall St. Rank hold KW as of Q1 2020.

  • Lake Point Wealth Management held 100 shares of Kennedy-Wilson Holdings worth $1K as of Q1 2020.
  • Kennedy-Wilson Holdings was a new Lake Point Wealth Management position in Q1 2020.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #335 holding.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.