Lake Point Wealth Management »

BP shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of BP (BP) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BP by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $6.0k 200 30.00
2022-03-31 $6.0k 200 30.00
2021-12-31 $11k 400 27.50
2021-09-30 $8.0k 300 26.67
2021-06-30 $5.0k 200 25.00
2020-03-31 $3.0k 131 22.90
2019-12-31 $5.0k 131 38.17
2019-06-30 $50k 1.2k 41.43
2019-03-31 $50k 1.2k 41.43
2018-12-31 $629k 17k 37.90

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding BP

Morgan Stanley
Fisher Investments
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Goldman Sachs Group
BlackRock
Wellington Management Company
Millennium Management
Robeco Investment Management
Point72 Asset Management
Susquehanna International
T. Rowe Price Associates
Citadel Advisors
Mondrian Investment Partners
Bnp Paribas Arbitrage, Snc

View all funds holding BP