Amplius Wealth Advisors’s BP BP Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-1,315	Closed	-$35K	–	259
2021 Q4	$35K	Buy	+1,315	New	+$36.5K	﹤0.01%	384

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Amplius Wealth Advisors's BP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of BP (BP) in Q1 2022, closing a stake of 1,315 shares — an estimated $35K sold.

Amplius Wealth Advisors first reported a position in BP in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Amplius Wealth Advisors reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,315 BP shares in Q1 2022, an estimated $35K.
Amplius Wealth Advisors first reported a position in BP in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's BP position peaked at $35K in Q4 2021.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.