Altus Wealth Group’s BP BP Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-886	Closed	-$18K	–	243
2020 Q4	$18K	Buy	+886	New	+$16.7K	0.02%	390

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altus Wealth Group's BP Position: Q1 2021 in Review

Altus Wealth Group sold out of BP (BP) in Q1 2021, closing a stake of 886 shares — an estimated $18K sold.

Altus Wealth Group first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

Altus Wealth Group reported no remaining BP position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 886 BP shares in Q1 2021, an estimated $18K.
Altus Wealth Group first reported a position in BP in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's BP position peaked at $18K in Q4 2020.
920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.