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Lake Point Wealth Management’s Toro Company TTC Stock Holding History

Lake Point Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$4K Hold
50
– – ﹤0.01% 260
2022
Q1 		$4K Hold
50
– – ﹤0.01% 278
2021
Q4 		$5K Hold
50
– – ﹤0.01% 261
2021
Q3 		$5K Hold
50
– – ﹤0.01% 246
2021
Q2 		$5K Buy
+50
New +$5.5K ﹤0.01% 251

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Lake Point Wealth Management held its Toro Company (TTC) position steady in Q2 2022 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Lake Point Wealth Management first reported a position in TTC in Q2 2021 and has held it in 5 quarters since. The position peaked at $5K in Q4 2021. 427 funds tracked by Wall St. Rank hold TTC as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Toro Company worth $4K as of Q2 2022.
  • Lake Point Wealth Management left its Toro Company share count unchanged in Q2 2022.
  • Toro Company made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #260 holding.
  • Lake Point Wealth Management first reported a position in Toro Company in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Toro Company position peaked at $5K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Toro Company as of Q2 2022.

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