Lake Point Wealth Management’s Ring Energy REI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	403
2022 Q1	$2K	Hold	400	–	–	﹤0.01%	339
2021 Q4	$1K	Hold	400	–	–	﹤0.01%	414
2021 Q3	$1K	Buy	+400	New	+$1.02K	﹤0.01%	381

Other funds holding REI

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Lake Point Wealth Management held its Ring Energy (REI) position steady in Q2 2022 at 400 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Lake Point Wealth Management first reported a position in REI in Q3 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 110 funds tracked by Wall St. Rank hold REI as of Q2 2022.

Lake Point Wealth Management held 400 shares of Ring Energy worth $1K as of Q2 2022.
Lake Point Wealth Management left its Ring Energy share count unchanged in Q2 2022.
Ring Energy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #403 holding.
Lake Point Wealth Management first reported a position in Ring Energy in Q3 2021 and has held it in 4 quarters since.
Lake Point Wealth Management's Ring Energy position peaked at $2K in Q1 2022.
110 funds tracked by Wall St. Rank held Ring Energy as of Q2 2022.

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