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Lake Point Wealth Management’s Presidio Property Trust SQFT Stock Holding History

Lake Point Wealth Management’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$6K Hold
179
– – ﹤0.01% 217
2022
Q1 		$7K Hold
179
– – ﹤0.01% 214
2021
Q4 		$7K Hold
179
– – ﹤0.01% 227
2021
Q3 		$7K Hold
179
– – ﹤0.01% 211
2021
Q2 		$7K Buy
+179
New +$6.53K ﹤0.01% 219

Other funds holding SQFT

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lake Point Wealth Management held its Presidio Property Trust (SQFT) position steady in Q2 2022 at 179 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Lake Point Wealth Management first reported a position in SQFT in Q2 2021 and has held it in 5 quarters since. The position peaked at $7K in Q1 2022. 31 funds tracked by Wall St. Rank hold SQFT as of Q2 2022.

  • Lake Point Wealth Management held 179 shares of Presidio Property Trust worth $6K as of Q2 2022.
  • Lake Point Wealth Management left its Presidio Property Trust share count unchanged in Q2 2022.
  • Presidio Property Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #217 holding.
  • Lake Point Wealth Management first reported a position in Presidio Property Trust in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Presidio Property Trust position peaked at $7K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2022.

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