Lake Point Wealth Management’s Chiron Real Estate Inc XRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11K	Hold	200	–	–	0.01%	141
2022 Q1	$16K	Hold	200	–	–	0.01%	123
2021 Q4	$18K	Hold	200	–	–	0.01%	128
2021 Q3	$15K	Hold	200	–	–	0.01%	133
2021 Q2	$15K	Buy	+200	New	+$14.5K	0.01%	143
2020 Q1	$10K	Hold	200	–	–	0.01%	107
2019 Q4	$13K	Buy	+200	New	+$12.6K	﹤0.01%	246
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	326
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	326
2018 Q4	$9K	Buy	+200	New	+$9.19K	﹤0.01%	480

Other funds holding XRN

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

Lake Point Wealth Management held its Chiron Real Estate Inc (XRN) position steady in Q2 2022 at 200 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #141.

Lake Point Wealth Management first reported a position in XRN in Q4 2018 and has held it in 10 quarters since. The position peaked at $18K in Q4 2021. 213 funds tracked by Wall St. Rank hold XRN as of Q2 2022.

Lake Point Wealth Management held 200 shares of Chiron Real Estate Inc worth $11K as of Q2 2022.
Lake Point Wealth Management left its Chiron Real Estate Inc share count unchanged in Q2 2022.
Chiron Real Estate Inc made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #141 holding.
Lake Point Wealth Management first reported a position in Chiron Real Estate Inc in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Chiron Real Estate Inc position peaked at $18K in Q4 2021.
213 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q2 2022.

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