Oak Point Wealth Management current holdings: USA Stocks
Oak Point Wealth Management reported $0.02 billion in share positions in stocks (listed in the US), 103 positions, in its Form 13F for the quarter ended 2018-03-31; the largest are CVS, HBI, IPG.
- NG: Country of operation —; Class COM; Shares 213; Value $1,000.
- CAH: Country of operation United States; Class COM; Shares 12; Value $1,000.
- VFC: Country of operation United States; Class COM; Shares 10; Value $1,000.
Form 13F-HR as filed (SEC CIK 1709443): quarter ended 2018-03-31, filed 2018-04-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2018-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NG NOVAGOLD RESOURCES INC | COM | 213 | $1,000 | 0.00% | 2018-03-31 | 2018-04-30 | +51.73% | |
| CAH CARDINAL HEALTH INC | United States | COM | 12 | $1,000 | 0.00% | 2018-03-31 | 2018-04-30 | +257.23% |
| VFC VF CORP | United States | COM | 10 | $1,000 | 0.00% | 2018-03-31 | 2018-04-30 | -79.22% |
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