Lake Point Wealth Management’s Big 5 Sporting Goods BGFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-150	Closed	-$3K	–	440
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	272
2021 Q2	$4K	Buy	+150	New	+$3.68K	﹤0.01%	261

Other funds holding BGFV

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BTP

Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lake Point Wealth Management's BGFV Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Big 5 Sporting Goods (BGFV) in Q4 2021, closing a stake of 150 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in BGFV in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 136 funds tracked by Wall St. Rank hold BGFV as of Q4 2021.

Lake Point Wealth Management reported no remaining Big 5 Sporting Goods position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 150 Big 5 Sporting Goods shares in Q4 2021, an estimated $3K.
Lake Point Wealth Management first reported a position in Big 5 Sporting Goods in Q2 2021 and held it in 2 quarters.
Lake Point Wealth Management's Big 5 Sporting Goods position peaked at $4K in Q2 2021.
136 funds tracked by Wall St. Rank held Big 5 Sporting Goods as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.