Acorn Wealth Advisors’s BP BP Stock Holding History

Acorn Wealth Advisors’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 Q1	–	Sell	-5,321	Closed	-$209K	–	107
2019 Q4	$209K	Buy	+5,321	New	+$202K	0.18%	116
2018 Q3	–	Sell	-3,430	Closed	-$149K	–	153
2018 Q2	$149K	Sell	3,430 -44	-1%	-$1.85K	0.13%	131
2018 Q1	$143K	Sell	3,474 -52	-1%	-$1.96K	0.12%	138
2017 Q4	$139K	Buy	+3,526	New	+$128K	0.13%	133

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Acorn Wealth Advisors's BP Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of BP (BP) in Q1 2020, closing a stake of 5,321 shares — an estimated $209K sold.

Acorn Wealth Advisors first reported a position in BP in Q4 2017 and held it in 4 quarters. The position peaked at $209K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Acorn Wealth Advisors reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 5,321 BP shares in Q1 2020, an estimated $209K.
Acorn Wealth Advisors first reported a position in BP in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's BP position peaked at $209K in Q4 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.