LPWM
BBBY

Lake Point Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Lake Point Wealth Management’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$1K Hold
133
– – ﹤0.01% 594
2019
Q1 		$1K Hold
133
– – ﹤0.01% 594
2018
Q4 		$1K Buy
+133
New +$1.99K ﹤0.01% 740

Other funds holding BBBY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Lake Point Wealth Management's BBBY Position: Q2 2019 in Review

Lake Point Wealth Management held its Bed Bath & Beyond (BBBY) position steady in Q2 2019 at 133 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Lake Point Wealth Management first reported a position in BBBY in Q4 2018 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold BBBY as of Q2 2019.

  • Lake Point Wealth Management held 133 shares of Bed Bath & Beyond worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its Bed Bath & Beyond share count unchanged in Q2 2019.
  • Bed Bath & Beyond made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #594 holding.
  • Lake Point Wealth Management first reported a position in Bed Bath & Beyond in Q4 2018 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.