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Axim Planning & Wealth’s BP BP Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-235
Closed -$7K – 42
2022
Q3 		$7K Buy
+235
New +$6.99K 0.01% 123

Other funds holding BP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Axim Planning & Wealth's BP Position: Q4 2022 in Review

Axim Planning & Wealth sold out of BP (BP) in Q4 2022, closing a stake of 235 shares — an estimated $7K sold.

Axim Planning & Wealth first reported a position in BP in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

  • Axim Planning & Wealth reported no remaining BP position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 235 BP shares in Q4 2022, an estimated $7K.
  • Axim Planning & Wealth first reported a position in BP in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's BP position peaked at $7K in Q3 2022.
  • 1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.