Lake Point Wealth Management’s BJ's Restaurants BJRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Hold	20	–	–	﹤0.01%	447
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	375
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	377
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	353
2021 Q2	$1K	Buy	+20	New	+$1.11K	﹤0.01%	365
2020 Q1	$0	Hold	20	–	–	﹤0.01%	395
2019 Q4	$1K	Buy	+20	New	+$767	﹤0.01%	548
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	593
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	593
2018 Q4	$1K	Buy	+20	New	+$1.21K	﹤0.01%	736

Other funds holding BJRI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

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

Lake Point Wealth Management held its BJ's Restaurants (BJRI) position steady in Q2 2022 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Lake Point Wealth Management first reported a position in BJRI in Q4 2018 and has held it in 10 quarters since. The position peaked at $1K in Q1 2022. 138 funds tracked by Wall St. Rank hold BJRI as of Q2 2022.

Lake Point Wealth Management held 20 shares of BJ's Restaurants worth $0 as of Q2 2022.
Lake Point Wealth Management left its BJ's Restaurants share count unchanged in Q2 2022.
BJ's Restaurants made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #447 holding.
Lake Point Wealth Management first reported a position in BJ's Restaurants in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's BJ's Restaurants position peaked at $1K in Q1 2022.
138 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2022.

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