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Lake Point Wealth Management’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Lake Point Wealth Management’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$0 Hold
1,792
– – ﹤0.01% 506
2022
Q1 		$0 Buy
+1,792
New +$392 ﹤0.01% 479

Other funds holding SQFTW

CL
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Lake Point Wealth Management held its Presidio Property Trust Inc Series A Warrants (SQFTW) position steady in Q2 2022 at 1,792 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Lake Point Wealth Management first reported a position in SQFTW in Q1 2022 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SQFTW as of Q2 2022.

  • Lake Point Wealth Management held 1,792 shares of Presidio Property Trust Inc Series A Warrants worth $0 as of Q2 2022.
  • Lake Point Wealth Management left its Presidio Property Trust Inc Series A Warrants share count unchanged in Q2 2022.
  • Presidio Property Trust Inc Series A Warrants made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #506 holding.
  • Lake Point Wealth Management first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q2 2022.

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