Affiance Financial’s BP BP Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-1,022	Closed	-$35.7K	–	135
2022 Q4	$35.7K	Buy	+1,022	New	+$34K	0.01%	187
2017 Q1	–	Sell	-6,336	Closed	-$203K	–	83
2016 Q4	$203K	Buy	+6,336	New	+$191K	0.16%	84
2015 Q3	–	Sell	-6,477	Closed	-$218K	–	84
2015 Q2	$218K	Sell	6,477 -91	-1%	-$3.19K	0.28%	84
2015 Q1	$213K	Hold	6,568	–	–	0.32%	82
2014 Q4	$208K	Buy	+6,568	New	+$221K	0.37%	69

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Affiance Financial's BP Position: Q1 2023 in Review

Affiance Financial sold out of BP (BP) in Q1 2023, closing a stake of 1,022 shares — an estimated $35.7K sold.

Affiance Financial first reported a position in BP in Q4 2014 and held it in 5 quarters. The position peaked at $218K in Q2 2015. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Affiance Financial reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,022 BP shares in Q1 2023, an estimated $35.7K.
Affiance Financial first reported a position in BP in Q4 2014 and held it in 5 quarters.
Affiance Financial's BP position peaked at $218K in Q2 2015.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.