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Baker Tilly Wealth Management’s BP BP Stock Holding History

Baker Tilly 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
2023
Q2 		– Sell
-5,969
Closed -$226K – 550
2023
Q1 		$226K Buy
5,969
+68
+1% +$2.54K 0.03% 499
2022
Q4 		$206K Buy
+5,901
New +$196K 0.03% 506

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baker Tilly Wealth Management's BP Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of BP (BP) in Q2 2023, closing a stake of 5,969 shares — an estimated $226K sold.

Baker Tilly Wealth Management first reported a position in BP in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining BP position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,969 BP shares in Q2 2023, an estimated $226K.
  • Baker Tilly Wealth Management first reported a position in BP in Q4 2022 and held it in 2 quarters.
  • Baker Tilly Wealth Management's BP position peaked at $226K in Q1 2023.
  • 1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.