AWM
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Avitas Wealth Management’s BP BP Stock Holding History

Avitas 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
2018
Q4 		– Sell
-73,760
Closed -$3.25M – 151
2018
Q3 		$3.25M Buy
73,760
+2,010
+3% +$84K 0.92% 41
2018
Q2 		$3.08M Buy
+71,750
New +$3.01M 0.96% 36

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avitas Wealth Management's BP Position: Q4 2018 in Review

Avitas Wealth Management sold out of BP (BP) in Q4 2018, closing a stake of 73,760 shares — an estimated $3.25M sold.

Avitas Wealth Management first reported a position in BP in Q2 2018 and held it in 2 quarters. The position peaked at $3.25M in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

  • Avitas Wealth Management reported no remaining BP position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 73,760 BP shares in Q4 2018, an estimated $3.25M.
  • Avitas Wealth Management first reported a position in BP in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's BP position peaked at $3.25M in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.