AWM
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Aevitas Wealth Management’s BP BP Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-5,248
Closed -$225K – 128
2019
Q1 		$225K Buy
5,248
+4,113
+362% +$169K 0.2% 96
2018
Q4 		$42K Buy
1,135
+821
+261% +$32.8K 0.04% 194
2018
Q3 		$14K Buy
+314
New +$13.1K 0.01% 316

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's BP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of BP (BP) in Q2 2019, closing a stake of 5,248 shares — an estimated $225K sold.

Aevitas Wealth Management first reported a position in BP in Q3 2018 and held it in 3 quarters. The position peaked at $225K in Q1 2019. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

  • Aevitas Wealth Management reported no remaining BP position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 5,248 BP shares in Q2 2019, an estimated $225K.
  • Aevitas Wealth Management first reported a position in BP in Q3 2018 and held it in 3 quarters.
  • Aevitas Wealth Management's BP position peaked at $225K in Q1 2019.
  • 1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.