Lake Point Wealth Management’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Hold	4	–	–	﹤0.01%	484
2022 Q1	$0	Hold	4	–	–	﹤0.01%	459
2021 Q4	$0	Hold	4	–	–	﹤0.01%	469
2021 Q3	$0	Hold	4	–	–	﹤0.01%	443
2021 Q2	$0	Buy	+4	New	+$102	﹤0.01%	431
2020 Q1	$0	Hold	4	–	–	﹤0.01%	440
2019 Q4	$0	Buy	+4	New	+$110	﹤0.01%	622
2019 Q2	$0	Hold	4	–	–	﹤0.01%	681
2019 Q1	$0	Sell	4 -181	-98%	-$4.88K	﹤0.01%	804
2018 Q4	$5K	Buy	+185	New	+$4.77K	﹤0.01%	562

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Lake Point Wealth Management held its NiSource (NI) position steady in Q2 2022 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Lake Point Wealth Management first reported a position in NI in Q4 2018 and has held it in 10 quarters since. The position peaked at $5K in Q4 2018. 537 funds tracked by Wall St. Rank hold NI as of Q2 2022.

Lake Point Wealth Management held 4 shares of NiSource worth $0 as of Q2 2022.
Lake Point Wealth Management left its NiSource share count unchanged in Q2 2022.
NiSource made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #484 holding.
Lake Point Wealth Management first reported a position in NiSource in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's NiSource position peaked at $5K in Q4 2018.
537 funds tracked by Wall St. Rank held NiSource as of Q2 2022.

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