American Portfolios Advisors’s BP BP Stock Holding History

American Portfolios Advisors’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 Q3	$509K	Sell	17,822 -2,227	-11%	-$66.3K	0.02%	637
2022 Q2	$568K	Sell	20,049 -403	-2%	-$12.3K	0.02%	609
2022 Q1	$601K	Buy	20,452 +1,709	+9%	+$52.1K	0.02%	662
2021 Q4	$499K	Buy	18,743 +1,392	+8%	+$38.6K	0.02%	741
2021 Q3	$474K	Buy	17,351 +327	+2%	+$8.19K	0.02%	737
2021 Q2	$450K	Buy	17,024 +523	+3%	+$13.7K	0.02%	759
2021 Q1	$402K	Buy	16,501 +1,005	+6%	+$24.2K	0.02%	742
2020 Q4	$318K	Sell	15,496 -1,970	-11%	-$37.1K	0.02%	712
2020 Q3	$305K	Buy	17,466 +983	+6%	+$21.3K	0.02%	649
2020 Q2	$384K	Sell	16,483 -2,398	-13%	-$57.6K	0.03%	528
2020 Q1	$461K	Sell	18,881 -3,494	-16%	-$113K	0.04%	389
2019 Q4	$844K	Buy	22,375 +2,381	+12%	+$90.4K	0.06%	307
2019 Q3	$760K	Sell	19,994 -745	-4%	-$28.4K	0.06%	298
2019 Q2	$850K	Buy	20,739 +2,715	+15%	+$114K	0.07%	266
2019 Q1	$775K	Buy	18,024 +6,190	+52%	+$254K	0.07%	257
2018 Q4	$435K	Sell	11,834 -2,085	-15%	-$83.2K	0.05%	309
2018 Q3	$613K	Buy	13,919 +111	+0.8%	+$4.64K	0.07%	266
2018 Q2	$593K	Sell	13,808 -263	-2%	-$11.1K	0.08%	253
2018 Q1	$530K	Buy	14,071 +178	+1%	+$6.71K	0.08%	244
2017 Q4	$535K	Buy	+13,893	New	+$503K	0.08%	235

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

American Portfolios Advisors's BP Position: Q3 2022 in Review

American Portfolios Advisors reduced its BP (BP) stake by 11% in Q3 2022, selling an estimated $66.3K and leaving 17,822 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #637.

American Portfolios Advisors first reported a position in BP in Q4 2017 and has held it in 20 quarters since. The position peaked at $850K in Q2 2019. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

American Portfolios Advisors held 17,822 shares of BP worth $509K as of Q3 2022.
American Portfolios Advisors sold 2,227 BP shares in Q3 2022, an estimated $66.3K.
BP made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #637 holding.
American Portfolios Advisors first reported a position in BP in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's BP position peaked at $850K in Q2 2019.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.