Lake Point Wealth Management’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	402
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	398
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	413
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	380
2021 Q2	$1K	Buy	+4	New	+$834	﹤0.01%	391
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	346
2019 Q4	$1K	Buy	+4	New	+$647	﹤0.01%	576
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	620
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	619
2018 Q4	$0	Buy	+4	New	+$449	﹤0.01%	851

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Lake Point Wealth Management held its Ferrari (RACE) position steady in Q2 2022 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Lake Point Wealth Management first reported a position in RACE in Q4 2018 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold RACE as of Q2 2022.

Lake Point Wealth Management held 4 shares of Ferrari worth $1K as of Q2 2022.
Lake Point Wealth Management left its Ferrari share count unchanged in Q2 2022.
Ferrari made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #402 holding.
Lake Point Wealth Management first reported a position in Ferrari in Q4 2018 and has held it in 10 quarters since.
415 funds tracked by Wall St. Rank held Ferrari as of Q2 2022.

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