Lake Point Wealth Management’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	203
2022 Q1	$6K	Sell	200 -200	-50%	-$6.1K	﹤0.01%	220
2021 Q4	$11K	Buy	400 +100	+33%	+$2.77K	﹤0.01%	164
2021 Q3	$8K	Buy	300 +100	+50%	+$2.5K	﹤0.01%	180
2021 Q2	$5K	Buy	+200	New	+$5.25K	﹤0.01%	237
2020 Q1	$3K	Hold	131	–	–	﹤0.01%	221
2019 Q4	$5K	Buy	+131	New	+$4.97K	﹤0.01%	360
2019 Q2	$50K	Hold	1,227	–	–	0.02%	130
2019 Q1	$50K	Sell	1,227 -15,898	-93%	-$652K	0.02%	130
2018 Q4	$629K	Buy	+17,125	New	+$684K	0.24%	76

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Lake Point Wealth Management held its BP (BP) position steady in Q2 2022 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Lake Point Wealth Management first reported a position in BP in Q4 2018 and has held it in 10 quarters since. The position peaked at $629K in Q4 2018. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Lake Point Wealth Management held 200 shares of BP worth $6K as of Q2 2022.
Lake Point Wealth Management left its BP share count unchanged in Q2 2022.
BP made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #203 holding.
Lake Point Wealth Management first reported a position in BP in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's BP position peaked at $629K in Q4 2018.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

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