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Archford Capital Strategies’s BP BP Stock Holding History

Archford Capital Strategies’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
-11,809
Closed -$323K – 300
2021
Q3 		$323K Sell
11,809
-134
-1% -$3.36K 0.08% 240
2021
Q2 		$316K Buy
+11,943
New +$313K 0.08% 228
2019
Q3 		– Sell
-3,474
Closed -$142K – 252
2019
Q2 		$142K Sell
3,474
-50
-1% -$2.1K 0.05% 220
2019
Q1 		$152K Sell
3,524
-213
-6% -$8.73K 0.06% 222
2018
Q4 		$137K Sell
3,737
-1,189
-24% -$47.5K 0.06% 215
2018
Q3 		$217K Sell
4,926
-71
-1% -$2.97K 0.08% 202
2018
Q2 		$215K Buy
+4,997
New +$210K 0.08% 201
2018
Q1 		– Sell
-6,952
Closed -$267K – 661
2017
Q4 		$267K Sell
6,952
-105
-1% -$3.8K 0.1% 174
2017
Q3 		$245K Sell
7,057
-121
-2% -$3.84K 0.09% 179
2017
Q2 		$221K Sell
7,178
-439
-6% -$13.7K 0.09% 175
2017
Q1 		$229K Buy
+7,617
New +$232K 0.09% 187
2016
Q4 		– Sell
-10,242
Closed -$303K – 658
2016
Q3 		$303K Buy
10,242
+2,971
+41% +$86.2K 0.12% 158
2016
Q2 		$217K Sell
7,271
-1,315
-15% -$35.4K 0.11% 145
2016
Q1 		$218K Sell
8,586
-209
-2% -$5.27K 0.1% 160
2015
Q4 		$232K Sell
8,795
-1,244
-12% -$35.4K 0.11% 163
2015
Q3 		$258K Sell
10,039
-9,528
-49% -$279K 0.19% 101
2015
Q2 		$658K Sell
19,567
-1,859
-9% -$65.1K 0.47% 72
2015
Q1 		$695K Buy
21,426
+3,057
+17% +$100K 0.48% 65
2014
Q4 		$581K Sell
18,369
-6,476
-26% -$218K 0.43% 72
2014
Q3 		$893K Buy
24,845
+10,218
+70% +$405K 0.71% 33
2014
Q2 		$631K Hold
14,627
– – 0.49% 72
2014
Q1 		$575K Buy
+14,627
New +$577K 0.48% 70

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archford Capital Strategies's BP Position: Q4 2021 in Review

Archford Capital Strategies sold out of BP (BP) in Q4 2021, closing a stake of 11,809 shares — an estimated $323K sold.

Archford Capital Strategies first reported a position in BP in Q1 2014 and held it in 22 quarters. The position peaked at $893K in Q3 2014. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Archford Capital Strategies reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 11,809 BP shares in Q4 2021, an estimated $323K.
  • Archford Capital Strategies first reported a position in BP in Q1 2014 and held it in 22 quarters.
  • Archford Capital Strategies's BP position peaked at $893K in Q3 2014.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.