LPWM
BECN

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

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Dimensional Fund Advisors
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BlackRock
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return