Lake Point Wealth Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	353
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	363
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	367
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	344
2021 Q2	$2K	Buy	+40	New	+$2.23K	﹤0.01%	358
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	370
2019 Q4	$1K	Buy	+40	New	+$1.27K	﹤0.01%	586
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	636
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	635
2018 Q4	$1K	Buy	+40	New	+$1.24K	﹤0.01%	790

Other funds holding BECN

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Lake Point Wealth Management held its Beacon Roofing Supply, Inc. (BECN) position steady in Q2 2022 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Lake Point Wealth Management first reported a position in BECN in Q4 2018 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold BECN as of Q2 2022.

Lake Point Wealth Management held 40 shares of Beacon Roofing Supply, Inc. worth $2K as of Q2 2022.
Lake Point Wealth Management left its Beacon Roofing Supply, Inc. share count unchanged in Q2 2022.
Beacon Roofing Supply, Inc. made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #353 holding.
Lake Point Wealth Management first reported a position in Beacon Roofing Supply, Inc. in Q4 2018 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2022.

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