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Lake Point Wealth Management’s W.R. Berkley WRB Stock Holding History

Lake Point Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$2K Hold
51
– – ﹤0.01% 349
2022
Q1 		$2K Sell
51
-489
-91% -$19.5K ﹤0.01% 358
2021
Q4 		$20K Hold
540
– – 0.01% 121
2021
Q3 		$18K Hold
540
– – 0.01% 114
2021
Q2 		$18K Buy
+540
New +$18.7K 0.01% 133

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lake Point Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2022 at 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Lake Point Wealth Management first reported a position in WRB in Q2 2021 and has held it in 5 quarters since. The position peaked at $20K in Q4 2021. 664 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

  • Lake Point Wealth Management held 51 shares of W.R. Berkley worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its W.R. Berkley share count unchanged in Q2 2022.
  • W.R. Berkley made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #349 holding.
  • Lake Point Wealth Management first reported a position in W.R. Berkley in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's W.R. Berkley position peaked at $20K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

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