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Lake Point Wealth Management’s Travel + Leisure Co TNL Stock Holding History

Lake Point Wealth Management’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
35
– – ﹤0.01% 414
2022
Q1 		$2K Hold
35
– – ﹤0.01% 349
2021
Q4 		$2K Hold
35
– – ﹤0.01% 354
2021
Q3 		$2K Hold
35
– – ﹤0.01% 336
2021
Q2 		$2K Buy
+35
New +$2.22K ﹤0.01% 349

Other funds holding TNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
MC
Minot Capital Broomfield, Colorado $353M AUM 25.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lake Point Wealth Management held its Travel + Leisure Co (TNL) position steady in Q2 2022 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Lake Point Wealth Management first reported a position in TNL in Q2 2021 and has held it in 5 quarters since. The position peaked at $2K in Q1 2022. 354 funds tracked by Wall St. Rank hold TNL as of Q2 2022.

  • Lake Point Wealth Management held 35 shares of Travel + Leisure Co worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Travel + Leisure Co share count unchanged in Q2 2022.
  • Travel + Leisure Co made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #414 holding.
  • Lake Point Wealth Management first reported a position in Travel + Leisure Co in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Travel + Leisure Co position peaked at $2K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q2 2022.

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