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Baron Silver Stevens Financial Advisors’s BP BP Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-710
Closed -$14K – 101
2020
Q4 		$14K Buy
+710
New +$13.4K ﹤0.01% 222

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BP Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of BP (BP) in Q1 2021, closing a stake of 710 shares — an estimated $14K sold.

Baron Silver Stevens Financial Advisors first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining BP position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 710 BP shares in Q1 2021, an estimated $14K.
  • Baron Silver Stevens Financial Advisors first reported a position in BP in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's BP position peaked at $14K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.