9WM
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9258 Wealth Management’s BP BP Stock Holding History

9258 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
Q4 		– Sell
-8,965
Closed -$256K – 328
2022
Q3 		$256K Sell
8,965
-28
-0.3% -$833 0.07% 265
2022
Q2 		$255K Sell
8,993
-381
-4% -$11.7K 0.07% 282
2022
Q1 		$276K Sell
9,374
-27
-0.3% -$823 0.06% 296
2021
Q4 		$250K Sell
9,401
-1,855
-16% -$51.5K 0.06% 322
2021
Q3 		$308K Sell
11,256
-241
-2% -$6.04K 0.08% 254
2021
Q2 		$304K Buy
11,497
+326
+3% +$8.55K 0.08% 260
2021
Q1 		$272K Sell
11,171
-374
-3% -$9.01K 0.08% 265
2020
Q4 		$237K Sell
11,545
-10,751
-48% -$203K 0.08% 264
2020
Q3 		$345K Sell
22,296
-1,519
-6% -$32.9K 0.13% 181
2020
Q2 		$555K Sell
23,815
-204
-0.8% -$4.9K 0.22% 123
2020
Q1 		$584K Sell
24,019
-902
-4% -$29.2K 0.26% 110
2019
Q4 		$941K Buy
24,921
+1,274
+5% +$48.4K 0.35% 82
2019
Q3 		$898K Sell
23,647
-667
-3% -$25.4K 0.7% 45
2019
Q2 		$997K Sell
24,314
-963
-4% -$40.4K 0.8% 38
2019
Q1 		$1.09M Sell
25,277
-246
-1% -$10.1K 0.92% 32
2018
Q4 		$938K Buy
+25,523
New +$1.02M 0.91% 32

Other funds holding BP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

9258 Wealth Management's BP Position: Q4 2022 in Review

9258 Wealth Management sold out of BP (BP) in Q4 2022, closing a stake of 8,965 shares — an estimated $256K sold.

9258 Wealth Management first reported a position in BP in Q4 2018 and held it in 16 quarters. The position peaked at $1.09M in Q1 2019. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

  • 9258 Wealth Management reported no remaining BP position as of Q4 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 8,965 BP shares in Q4 2022, an estimated $256K.
  • 9258 Wealth Management first reported a position in BP in Q4 2018 and held it in 16 quarters.
  • 9258 Wealth Management's BP position peaked at $1.09M in Q1 2019.
  • 1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.