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Lake Point Wealth Management’s Robert Half RHI Stock Holding History

Lake Point Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$4K Hold
95
– – ﹤0.01% 200
2019
Q4 		$6K Buy
+95
New +$5.51K ﹤0.01% 341

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lake Point Wealth Management held its Robert Half (RHI) position steady in Q1 2020 at 95 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Lake Point Wealth Management first reported a position in RHI in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 434 funds tracked by Wall St. Rank hold RHI as of Q1 2020.

  • Lake Point Wealth Management held 95 shares of Robert Half worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its Robert Half share count unchanged in Q1 2020.
  • Robert Half made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #200 holding.
  • Lake Point Wealth Management first reported a position in Robert Half in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Robert Half position peaked at $6K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held Robert Half as of Q1 2020.

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