LPWM
LYLT

Lake Point Wealth Management’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

Lake Point Wealth Management’s Portfolio LYLT Stock Details LYLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
225
– – ﹤0.01% 433
2022
Q1 		$4K Hold
225
– – ﹤0.01% 282
2021
Q4 		$7K Buy
+225
New +$7.26K ﹤0.01% 235

Other funds holding LYLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Lake Point Wealth Management held its Loyalty Ventures Inc. Common Stock (LYLT) position steady in Q2 2022 at 225 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Lake Point Wealth Management first reported a position in LYLT in Q4 2021 and has held it in 3 quarters since. The position peaked at $7K in Q4 2021. 151 funds tracked by Wall St. Rank hold LYLT as of Q2 2022.

  • Lake Point Wealth Management held 225 shares of Loyalty Ventures Inc. Common Stock worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Loyalty Ventures Inc. Common Stock share count unchanged in Q2 2022.
  • Loyalty Ventures Inc. Common Stock made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #433 holding.
  • Lake Point Wealth Management first reported a position in Loyalty Ventures Inc. Common Stock in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Loyalty Ventures Inc. Common Stock position peaked at $7K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q2 2022.

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