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Atlas Private Wealth Management’s BP BP Stock Holding History

Atlas Private 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
2021
Q1 		– Sell
-1,224
Closed -$25K – 405
2020
Q4 		$25K Hold
1,224
– – 0.02% 246
2020
Q3 		$21K Sell
1,224
-574
-32% -$12.4K 0.02% 246
2020
Q2 		$42K Hold
1,798
– – 0.03% 205
2020
Q1 		$44K Buy
1,798
+1
+0.1% +$32 0.04% 193
2019
Q4 		$68K Buy
+1,797
New +$68.2K 0.05% 183

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Private Wealth Management's BP Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of BP (BP) in Q1 2021, closing a stake of 1,224 shares — an estimated $25K sold.

Atlas Private Wealth Management first reported a position in BP in Q4 2019 and held it in 5 quarters. The position peaked at $68K in Q4 2019. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining BP position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,224 BP shares in Q1 2021, an estimated $25K.
  • Atlas Private Wealth Management first reported a position in BP in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's BP position peaked at $68K in Q4 2019.
  • 920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.