Lake Point Wealth Management’s Stoneridge SRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$18K	Hold	1,048	–	–	0.01%	123
2022 Q1	$22K	Hold	1,048	–	–	0.01%	106
2021 Q4	$21K	Hold	1,048	–	–	0.01%	116
2021 Q3	$21K	Hold	1,048	–	–	0.01%	105
2021 Q2	$31K	Buy	+1,048	New	+$33.2K	0.01%	92
2020 Q1	$18K	Hold	1,048	–	–	0.02%	85
2019 Q4	$31K	Buy	+1,048	New	+$32.3K	0.01%	162
2019 Q2	$43K	Hold	1,348	–	–	0.01%	153
2019 Q1	$43K	Hold	1,348	–	–	0.01%	153
2018 Q4	$33K	Buy	+1,348	New	+$34.3K	0.01%	295

Other funds holding SRI

CCPM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Lake Point Wealth Management held its Stoneridge (SRI) position steady in Q2 2022 at 1,048 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #123.

Lake Point Wealth Management first reported a position in SRI in Q4 2018 and has held it in 10 quarters since. The position peaked at $43K in Q2 2019. 116 funds tracked by Wall St. Rank hold SRI as of Q2 2022.

Lake Point Wealth Management held 1,048 shares of Stoneridge worth $18K as of Q2 2022.
Lake Point Wealth Management left its Stoneridge share count unchanged in Q2 2022.
Stoneridge made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #123 holding.
Lake Point Wealth Management first reported a position in Stoneridge in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Stoneridge position peaked at $43K in Q2 2019.
116 funds tracked by Wall St. Rank held Stoneridge as of Q2 2022.

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