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Lake Point Wealth Management’s Boise Cascade BCC Stock Holding History

Lake Point Wealth Management’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-135
Closed -$9K – 443
2022
Q1 		$9K Hold
135
– – ﹤0.01% 172
2021
Q4 		$10K Hold
135
– – ﹤0.01% 170
2021
Q3 		$7K Buy
+135
New +$7.34K ﹤0.01% 204

Other funds holding BCC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Boise Cascade (BCC) in Q2 2022, closing a stake of 135 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in BCC in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 293 funds tracked by Wall St. Rank hold BCC as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Boise Cascade position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 135 Boise Cascade shares in Q2 2022, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Boise Cascade in Q3 2021 and held it in 3 quarters.
  • Lake Point Wealth Management's Boise Cascade position peaked at $10K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2022.

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