Altium Wealth Management’s BP BP Stock Holding History

Altium 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 Q2	$1.45M	Sell	51,232 -513	-1%	-$15.7K	0.1%	123
2022 Q1	$1.52M	Buy	51,745 +4,460	+9%	+$136K	0.1%	119
2021 Q4	$1.26M	Buy	47,285 +5,200	+12%	+$144K	0.08%	123
2021 Q3	$1.15M	Buy	42,085 +1,550	+4%	+$38.8K	0.08%	117
2021 Q2	$1.07M	Buy	40,535 +1,664	+4%	+$43.6K	0.08%	122
2021 Q1	$947K	Buy	38,871 +3,370	+9%	+$81.2K	0.08%	117
2020 Q4	$728K	Sell	35,501 -1,709	-5%	-$32.2K	0.06%	129
2020 Q3	$650K	Sell	37,210 -4,747	-11%	-$103K	0.07%	128
2020 Q2	$978K	Buy	41,957 +26,790	+177%	+$643K	0.11%	94
2020 Q1	$370K	Buy	+15,167	New	+$490K	0.05%	176
2018 Q4	–	Sell	-5,549	Closed	-$244K	–	279
2018 Q3	$244K	Sell	5,549 -1,304	-19%	-$54.5K	0.05%	243
2018 Q2	$295K	Buy	+6,853	New	+$288K	0.08%	187

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Altium Wealth Management's BP Position: Q2 2022 in Review

Altium Wealth Management reduced its BP (BP) stake by 0.99% in Q2 2022, selling an estimated $15.7K and leaving 51,232 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #123.

Altium Wealth Management first reported a position in BP in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Altium Wealth Management held 51,232 shares of BP worth $1.45M as of Q2 2022.
Altium Wealth Management sold 513 BP shares in Q2 2022, an estimated $15.7K.
BP made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #123 holding.
Altium Wealth Management first reported a position in BP in Q2 2018 and has held it in 12 quarters since.
Altium Wealth Management's BP position peaked at $1.52M in Q1 2022.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.