1776 Wealth’s BP BP Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-3,200	Closed	-$74K	–	135
2020 Q2	$74K	Hold	3,200	–	–	0.05%	160
2020 Q1	$78K	Buy	3,200 +2,000	+167%	+$64.7K	0.07%	150
2019 Q4	$45K	Buy	+1,200	New	+$45.6K	0.04%	192

Other funds holding BP

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

1776 Wealth's BP Position: Q3 2020 in Review

1776 Wealth sold out of BP (BP) in Q3 2020, closing a stake of 3,200 shares — an estimated $74K sold.

1776 Wealth first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $78K in Q1 2020. 863 funds tracked by Wall St. Rank hold BP as of Q3 2020.

1776 Wealth reported no remaining BP position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 3,200 BP shares in Q3 2020, an estimated $74K.
1776 Wealth first reported a position in BP in Q4 2019 and held it in 3 quarters.
1776 Wealth's BP position peaked at $78K in Q1 2020.
863 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.