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Lake Point Wealth Management’s Unisys UIS Stock Holding History

Lake Point Wealth Management’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-348
Closed -$8K – 511
2022
Q1 		$8K Hold
348
– – ﹤0.01% 196
2021
Q4 		$7K Buy
+348
New +$7.65K ﹤0.01% 229

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Unisys (UIS) in Q2 2022, closing a stake of 348 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in UIS in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 185 funds tracked by Wall St. Rank hold UIS as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Unisys position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 348 Unisys shares in Q2 2022, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Unisys in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Unisys position peaked at $8K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Unisys as of Q2 2022.

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