Lake Point Wealth Management’s B&G Foods BGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Hold	5	–	–	﹤0.01%	444
2022 Q1	$0	Hold	5	–	–	﹤0.01%	426
2021 Q4	$0	Hold	5	–	–	﹤0.01%	441
2021 Q3	$0	Hold	5	–	–	﹤0.01%	407
2021 Q2	$0	Buy	+5	New	+$154	﹤0.01%	413
2020 Q1	$0	Hold	5	–	–	﹤0.01%	394
2019 Q4	$0	Buy	+5	New	+$84	﹤0.01%	606
2019 Q2	$0	Hold	5	–	–	﹤0.01%	664
2019 Q1	$0	Hold	5	–	–	﹤0.01%	684
2018 Q4	$0	Buy	+5	New	+$143	﹤0.01%	832

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Lake Point Wealth Management held its B&G Foods (BGS) position steady in Q2 2022 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Lake Point Wealth Management first reported a position in BGS in Q4 2018 and has held it in 10 quarters since. 283 funds tracked by Wall St. Rank hold BGS as of Q2 2022.

Lake Point Wealth Management held 5 shares of B&G Foods worth $0 as of Q2 2022.
Lake Point Wealth Management left its B&G Foods share count unchanged in Q2 2022.
B&G Foods made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #444 holding.
Lake Point Wealth Management first reported a position in B&G Foods in Q4 2018 and has held it in 10 quarters since.
283 funds tracked by Wall St. Rank held B&G Foods as of Q2 2022.

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