LPWM
LFT

Lake Point Wealth Management’s Lument Finance Trust LFT Stock Holding History

Lake Point Wealth Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed – – 452
2021
Q4 		$0 Hold
100
– – ﹤0.01% 465
2021
Q3 		$0 Hold
100
– – ﹤0.01% 435
2021
Q2 		$0 Buy
+100
New +$386 ﹤0.01% 427

Other funds holding LFT

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Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Lake Point Wealth Management's LFT Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Lument Finance Trust (LFT) in Q1 2022, closing a stake of 100 shares.

Lake Point Wealth Management first reported a position in LFT in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 35 funds tracked by Wall St. Rank hold LFT as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Lument Finance Trust position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Lument Finance Trust shares in Q1 2022.
  • Lake Point Wealth Management first reported a position in Lument Finance Trust in Q2 2021 and held it in 3 quarters.
  • Lake Point Wealth Management's Lument Finance Trust position peaked at $0 in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.