LPWM
WW

Lake Point Wealth Management’s WW International WW Stock Holding History

Lake Point Wealth Management’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-330
Closed -$3K – 523
2022
Q1 		$3K Hold
330
– – ﹤0.01% 309
2021
Q4 		$5K Buy
+330
New +$5.92K ﹤0.01% 265

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lake Point Wealth Management sold out of WW International (WW) in Q2 2022, closing a stake of 330 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in WW in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 193 funds tracked by Wall St. Rank hold WW as of Q2 2022.

  • Lake Point Wealth Management reported no remaining WW International position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 330 WW International shares in Q2 2022, an estimated $3K.
  • Lake Point Wealth Management first reported a position in WW International in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's WW International position peaked at $5K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held WW International as of Q2 2022.

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