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AF
Affiance Financial’s
BP
BP
Stock Holding History
Affiance Financial’s Portfolio
BP Stock Details
BP Fund Activity
Bought
Maintained
Sold
Shares
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
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29.55%
1-Year Est. Return
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$185B AUM
39.58%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
Acadian Asset Management
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$70.5B AUM
36%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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