Activest Wealth Management’s BP BP Stock Holding History

Activest 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 Q1	–	Sell	-3	Closed	–	–	340
2021 Q4	$0	Hold	3	–	–	﹤0.01%	330
2021 Q3	$1K	Sell	3 -2	-40%	-$50	﹤0.01%	340
2021 Q2	$1K	Sell	5 -145	-97%	-$3.8K	﹤0.01%	305
2021 Q1	$4K	Buy	+150	New	+$3.61K	﹤0.01%	244

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Activest Wealth Management's BP Position: Q1 2022 in Review

Activest Wealth Management sold out of BP (BP) in Q1 2022, closing a stake of 3 shares.

Activest Wealth Management first reported a position in BP in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Activest Wealth Management reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Activest Wealth Management sold 3 BP shares in Q1 2022.
Activest Wealth Management first reported a position in BP in Q1 2021 and held it in 4 quarters.
Activest Wealth Management's BP position peaked at $4K in Q1 2021.
1,026 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Activest Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.