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Lake Point Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Lake Point Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-380
Closed -$9K – 480
2021
Q3 		$9K Hold
380
– – ﹤0.01% 173
2021
Q2 		$9K Buy
+380
New +$10.1K ﹤0.01% 189

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lake Point Wealth Management's SFM Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Sprouts Farmers Market (SFM) in Q4 2021, closing a stake of 380 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in SFM in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 341 funds tracked by Wall St. Rank hold SFM as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Sprouts Farmers Market position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 380 Sprouts Farmers Market shares in Q4 2021, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Sprouts Farmers Market in Q2 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Sprouts Farmers Market position peaked at $9K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.