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Barber Financial Group’s BP BP Stock Holding History

Barber Financial Group’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
Q1 		$799K Sell
21,052
-23,589
-53% -$881K 0.14% 55
2022
Q4 		$1.56M Buy
44,641
+111
+0.2% +$3.69K 0.43% 36
2022
Q3 		$1.27M Sell
44,530
-1,726
-4% -$51.4K 0.37% 38
2022
Q2 		$1.31M Buy
46,256
+1,226
+3% +$37.6K 0.21% 34
2022
Q1 		$1.32M Buy
45,030
+89
+0.2% +$2.71K 0.18% 40
2021
Q4 		$1.2M Sell
44,941
-521
-1% -$14.5K 0.14% 52
2021
Q3 		$1.24M Buy
45,462
+4,523
+11% +$113K 0.16% 53
2021
Q2 		$1.08M Buy
40,939
+39
+0.1% +$1.02K 0.15% 56
2021
Q1 		$996K Sell
40,900
-8,615
-17% -$207K 0.15% 60
2020
Q4 		$1.02M Sell
49,515
-1,781
-3% -$33.6K 0.19% 56
2020
Q3 		$896K Sell
51,296
-13,810
-21% -$299K 0.2% 55
2020
Q2 		$1.52M Buy
65,106
+6,892
+12% +$165K 0.36% 41
2020
Q1 		$1.42M Buy
58,214
+37,226
+177% +$1.2M 0.45% 39
2019
Q4 		$792K Sell
20,988
-475
-2% -$18K 0.16% 72
2019
Q3 		$815K Sell
21,463
-366
-2% -$14K 0.17% 67
2019
Q2 		$895K Sell
21,829
-723
-3% -$30.3K 0.21% 60
2019
Q1 		$970K Buy
22,552
+414
+2% +$17K 0.19% 56
2018
Q4 		$814K Sell
22,138
-327
-1% -$13.1K 0.18% 65
2018
Q3 		$989K Buy
22,465
+1,120
+5% +$46.8K 0.24% 57
2018
Q2 		$917K Sell
21,345
-44
-0.2% -$1.85K 0.27% 56
2018
Q1 		$806K Sell
21,389
-914
-4% -$34.4K 0.21% 63
2017
Q4 		$858K Buy
22,303
+2,975
+15% +$108K 0.22% 60
2017
Q3 		$670K Sell
19,328
-775
-4% -$24.6K 0.19% 57
2017
Q2 		$618K Buy
20,103
+242
+1% +$7.53K 0.2% 44
2017
Q1 		$598K Buy
19,861
+1,275
+7% +$38.8K 0.2% 43
2016
Q4 		$595K Buy
+18,586
New +$559K 0.21% 41

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barber Financial Group's BP Position: Q1 2023 in Review

Barber Financial Group reduced its BP (BP) stake by 53% in Q1 2023, selling an estimated $881K and leaving 21,052 shares worth $799K. The position accounts for 0.14% of the portfolio, ranked #55.

Barber Financial Group first reported a position in BP in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.56M in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

  • Barber Financial Group held 21,052 shares of BP worth $799K as of Q1 2023.
  • Barber Financial Group sold 23,589 BP shares in Q1 2023, an estimated $881K.
  • BP made up 0.14% of Barber Financial Group's portfolio in Q1 2023, its #55 holding.
  • Barber Financial Group first reported a position in BP in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's BP position peaked at $1.56M in Q4 2022.
  • 1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.