Alaethes Wealth’s BP BP Stock Holding History

Alaethes Wealth’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
2021 Q4	–	Sell	-148	Closed	-$4K	–	284
2021 Q3	$4K	Hold	148	–	–	﹤0.01%	225
2021 Q2	$4K	Buy	+148	New	+$3.88K	﹤0.01%	219

Other funds holding BP

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Alaethes Wealth's BP Position: Q4 2021 in Review

Alaethes Wealth sold out of BP (BP) in Q4 2021, closing a stake of 148 shares — an estimated $4K sold.

Alaethes Wealth first reported a position in BP in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

Alaethes Wealth reported no remaining BP position as of Q4 2021 after selling out during the quarter.
Alaethes Wealth sold 148 BP shares in Q4 2021, an estimated $4K.
Alaethes Wealth first reported a position in BP in Q2 2021 and held it in 2 quarters.
Alaethes Wealth's BP position peaked at $4K in Q3 2021.
1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Alaethes Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.