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Lake Point Wealth Management’s Navios Maritime Partners NMM Stock Holding History

Lake Point Wealth Management’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
50
– – ﹤0.01% 396
2022
Q1 		$2K Buy
+50
New +$1.51K ﹤0.01% 336

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MAM
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Group One Trading
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

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

Lake Point Wealth Management held its Navios Maritime Partners (NMM) position steady in Q2 2022 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Lake Point Wealth Management first reported a position in NMM in Q1 2022 and has held it in 2 quarters since. The position peaked at $2K in Q1 2022. 55 funds tracked by Wall St. Rank hold NMM as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Navios Maritime Partners worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Navios Maritime Partners share count unchanged in Q2 2022.
  • Navios Maritime Partners made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #396 holding.
  • Lake Point Wealth Management first reported a position in Navios Maritime Partners in Q1 2022 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Navios Maritime Partners position peaked at $2K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2022.

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