Lake Point Wealth Management’s United States Oil Fund USO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$38K	Hold	476	–	–	0.02%	80
2022 Q1	$35K	Sell	476 -40	-8%	-$2.69K	0.02%	79
2021 Q4	$28K	Buy	516 +40	+8%	+$2.18K	0.01%	99
2021 Q3	$25K	Hold	476	–	–	0.01%	94
2021 Q2	$24K	Buy	+476	New	+$21.5K	0.01%	106

Other funds holding USO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

Lake Point Wealth Management held its United States Oil Fund (USO) position steady in Q2 2022 at 476 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #80.

Lake Point Wealth Management first reported a position in USO in Q2 2021 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

Lake Point Wealth Management held 476 shares of United States Oil Fund worth $38K as of Q2 2022.
Lake Point Wealth Management left its United States Oil Fund share count unchanged in Q2 2022.
United States Oil Fund made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #80 holding.
Lake Point Wealth Management first reported a position in United States Oil Fund in Q2 2021 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

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