Lake Point Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Lake Point Wealth Management’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy	+806	New	+$5.59K	﹤0.01%	240

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2022: 806 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings.

165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

Lake Point Wealth Management held 806 shares of Liberty All-Star Equity Fund worth $5K as of Q2 2022.
Liberty All-Star Equity Fund was a new Lake Point Wealth Management position in Q2 2022.
Liberty All-Star Equity Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #240 holding.
165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

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