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Lake Point Wealth Management’s Targa Resources TRGP Stock Holding History

Lake Point Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3K Buy
+42
New +$3.02K ﹤0.01% 299
2020
Q1 		$44K Hold
6,314
– – 0.04% 47
2019
Q4 		$258K Buy
+6,314
New +$245K 0.09% 39
2019
Q2 		$248K Hold
6,314
– – 0.09% 33
2019
Q1 		$248K Buy
+6,314
New +$265K 0.09% 33

Other funds holding TRGP

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Targa Resources (TRGP) in Q2 2022: 42 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in TRGP as recently as Q1 2020.

Lake Point Wealth Management first reported a position in TRGP in Q1 2019 and has held it in 5 quarters since. The position peaked at $258K in Q4 2019. 521 funds tracked by Wall St. Rank hold TRGP as of Q2 2022.

  • Lake Point Wealth Management held 42 shares of Targa Resources worth $3K as of Q2 2022.
  • Targa Resources was a new Lake Point Wealth Management position in Q2 2022.
  • Targa Resources made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #299 holding.
  • Lake Point Wealth Management first reported a position in Targa Resources in Q1 2019 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Targa Resources position peaked at $258K in Q4 2019.
  • 521 funds tracked by Wall St. Rank held Targa Resources as of Q2 2022.

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