Lake Point Wealth Management’s Ventas VTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$20K	Hold	388	–	–	0.01%	118
2022 Q1	$24K	Hold	388	–	–	0.01%	104
2021 Q4	$20K	Hold	388	–	–	0.01%	120
2021 Q3	$21K	Hold	388	–	–	0.01%	106
2021 Q2	$22K	Buy	+388	New	+$21.7K	0.01%	113
2020 Q1	$12K	Sell	461 -300	-39%	-$14.9K	0.01%	101
2019 Q4	$44K	Buy	+761	New	+$47.8K	0.01%	125
2019 Q2	$56K	Hold	814	–	–	0.02%	125
2019 Q1	$56K	Sell	814 -6,777	-89%	-$423K	0.02%	125
2018 Q4	$445K	Buy	+7,591	New	+$448K	0.17%	91

Other funds holding VTR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lake Point Wealth Management held its Ventas (VTR) position steady in Q2 2022 at 388 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #118.

Lake Point Wealth Management first reported a position in VTR in Q4 2018 and has held it in 10 quarters since. The position peaked at $445K in Q4 2018. 645 funds tracked by Wall St. Rank hold VTR as of Q2 2022.

Lake Point Wealth Management held 388 shares of Ventas worth $20K as of Q2 2022.
Lake Point Wealth Management left its Ventas share count unchanged in Q2 2022.
Ventas made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #118 holding.
Lake Point Wealth Management first reported a position in Ventas in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Ventas position peaked at $445K in Q4 2018.
645 funds tracked by Wall St. Rank held Ventas as of Q2 2022.

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