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Lake Point Wealth Management’s BGSF Inc BGSF Stock Holding History

Lake Point Wealth Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$1K Hold
125
– – ﹤0.01% 302
2019
Q4 		$3K Buy
+125
New +$2.54K ﹤0.01% 421
2019
Q2 		$2K Hold
125
– – ﹤0.01% 520
2019
Q1 		$2K Sell
125
-275
-69% -$6.61K ﹤0.01% 520
2018
Q4 		$8K Buy
+400
New +$9.54K ﹤0.01% 495

Other funds holding BGSF

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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Lake Point Wealth Management's BGSF Position: Q1 2020 in Review

Lake Point Wealth Management held its BGSF Inc (BGSF) position steady in Q1 2020 at 125 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Lake Point Wealth Management first reported a position in BGSF in Q4 2018 and has held it in 5 quarters since. The position peaked at $8K in Q4 2018. 75 funds tracked by Wall St. Rank hold BGSF as of Q1 2020.

  • Lake Point Wealth Management held 125 shares of BGSF Inc worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its BGSF Inc share count unchanged in Q1 2020.
  • BGSF Inc made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #302 holding.
  • Lake Point Wealth Management first reported a position in BGSF Inc in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's BGSF Inc position peaked at $8K in Q4 2018.
  • 75 funds tracked by Wall St. Rank held BGSF Inc as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.