LPWM
PE

Lake Point Wealth Management’s PARSLEY ENERGY INC PE Stock Holding History

Lake Point Wealth Management’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$2K Hold
350
– – ﹤0.01% 289
2019
Q4 		$7K Buy
+350
New +$5.78K ﹤0.01% 323
2019
Q2 		$7K Hold
350
– – ﹤0.01% 389
2019
Q1 		$7K Hold
350
– – ﹤0.01% 389
2018
Q4 		$6K Buy
+350
New +$7.97K ﹤0.01% 539

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lake Point Wealth Management held its PARSLEY ENERGY INC (PE) position steady in Q1 2020 at 350 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Lake Point Wealth Management first reported a position in PE in Q4 2018 and has held it in 5 quarters since. The position peaked at $7K in Q4 2019. 338 funds tracked by Wall St. Rank hold PE as of Q1 2020.

  • Lake Point Wealth Management held 350 shares of PARSLEY ENERGY INC worth $2K as of Q1 2020.
  • Lake Point Wealth Management left its PARSLEY ENERGY INC share count unchanged in Q1 2020.
  • PARSLEY ENERGY INC made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #289 holding.
  • Lake Point Wealth Management first reported a position in PARSLEY ENERGY INC in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's PARSLEY ENERGY INC position peaked at $7K in Q4 2019.
  • 338 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q1 2020.

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