Lake Point Wealth Management’s Venus Concept VERO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Sell	42 -13	-24%	-$1.83K	﹤0.01%	300
2022 Q1	$13K	Buy	55 +31	+129%	+$7.85K	0.01%	141
2021 Q4	$7K	Buy	24 +21	+700%	+$6.07K	﹤0.01%	231
2021 Q3	$1K	Sell	3 -6	-67%	-$2.35K	﹤0.01%	391
2021 Q2	$5K	Buy	+9	New	+$3.24K	﹤0.01%	253
2020 Q1	$1K	Buy	+1	New	+$964	﹤0.01%	358
2019 Q4	–	Hold	0	–	–	–	629
2019 Q2	–	Hold	0	–	–	–	626
2019 Q1	–	Hold	0	–	–	–	625

Other funds holding VERO

EWM

Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

MAM

Madryn Asset Management New York $34.1M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

IVM

InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lake Point Wealth Management reduced its Venus Concept (VERO) stake by 24% in Q2 2022, selling an estimated $1.83K and leaving 42 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Lake Point Wealth Management first reported a position in VERO in Q1 2020 and has held it in 6 quarters since. The position peaked at $13K in Q1 2022. 38 funds tracked by Wall St. Rank hold VERO as of Q2 2022.

Lake Point Wealth Management held 42 shares of Venus Concept worth $3K as of Q2 2022.
Lake Point Wealth Management sold 13 Venus Concept shares in Q2 2022, an estimated $1.83K.
Venus Concept made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #300 holding.
Lake Point Wealth Management first reported a position in Venus Concept in Q1 2020 and has held it in 6 quarters since.
Lake Point Wealth Management's Venus Concept position peaked at $13K in Q1 2022.
38 funds tracked by Wall St. Rank held Venus Concept as of Q2 2022.

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