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Ballew Advisors’s BP BP Stock Holding History

Ballew Advisors’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
2020
Q3 		– Sell
-20,504
Closed -$472K – 92
2020
Q2 		$472K Buy
+20,504
New +$492K 0.46% 45
2018
Q4 		– Sell
-528
Closed -$21K – 126
2018
Q3 		$21K Sell
528
-7
-1% -$293 0.02% 235
2018
Q2 		$23K Sell
535
-7
-1% -$294 0.03% 224
2018
Q1 		$20K Buy
+542
New +$20.4K 0.02% 242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ballew Advisors's BP Position: Q3 2020 in Review

Ballew Advisors sold out of BP (BP) in Q3 2020, closing a stake of 20,504 shares — an estimated $472K sold.

Ballew Advisors first reported a position in BP in Q1 2018 and held it in 4 quarters. The position peaked at $472K in Q2 2020. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

  • Ballew Advisors reported no remaining BP position as of Q3 2020 after selling out during the quarter.
  • Ballew Advisors sold 20,504 BP shares in Q3 2020, an estimated $472K.
  • Ballew Advisors first reported a position in BP in Q1 2018 and held it in 4 quarters.
  • Ballew Advisors's BP position peaked at $472K in Q2 2020.
  • 864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Ballew Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.