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Lake Point Wealth Management’s Ulta Beauty ULTA Stock Holding History

Lake Point Wealth Management’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$10K Hold
25
– – 0.01% 156
2022
Q1 		$10K Hold
25
– – ﹤0.01% 167
2021
Q4 		$10K Hold
25
– – ﹤0.01% 176
2021
Q3 		$9K Hold
25
– – ﹤0.01% 176
2021
Q2 		$9K Buy
+25
New +$8.2K ﹤0.01% 192
2020
Q1 		– Sell
-25
Closed -$6K – 464
2019
Q4 		$6K Buy
+25
New +$6.11K ﹤0.01% 348
2019
Q2 		$9K Hold
25
– – ﹤0.01% 350
2019
Q1 		$9K Hold
25
– – ﹤0.01% 350
2018
Q4 		$6K Buy
+25
New +$6.91K ﹤0.01% 534

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ATO
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Geode Capital Management
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Goldman Sachs
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Fidelity Investments
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return