BDO Wealth Advisors’s BP BP Stock Holding History

BDO Wealth 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
2023 Q2	$117K	Buy	3,303 +2,553	+340%	+$94.5K	0.01%	320
2023 Q1	$28.5K	Hold	750	–	–	﹤0.01%	525
2022 Q4	$26.2K	Hold	750	–	–	﹤0.01%	524
2022 Q3	$21K	Hold	750	–	–	﹤0.01%	563
2022 Q2	$21K	Buy	750 +300	+67%	+$9.19K	﹤0.01%	552
2022 Q1	$13K	Buy	450 +150	+50%	+$4.57K	﹤0.01%	681
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	751
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	754
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	785
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	790
2020 Q4	$6K	Buy	300 +200	+200%	+$3.77K	﹤0.01%	610
2020 Q3	$2K	Sell	100 -300	-75%	-$6.5K	﹤0.01%	669
2020 Q2	$9K	Sell	400 -185	-32%	-$4.44K	﹤0.01%	511
2020 Q1	$14K	Buy	585 +300	+105%	+$9.7K	﹤0.01%	504
2019 Q4	$11K	Sell	285 -300	-51%	-$11.4K	﹤0.01%	425
2019 Q3	$22K	Buy	585 +103	+21%	+$3.93K	0.01%	390
2019 Q2	$20K	Sell	482 -508	-51%	-$21.3K	0.01%	392
2019 Q1	$43K	Sell	990 -816	-45%	-$33.4K	0.01%	299
2018 Q4	$66K	Sell	1,806 -782	-30%	-$31.2K	0.02%	238
2018 Q3	$114K	Sell	2,588 -538	-17%	-$22.5K	0.04%	206
2018 Q2	$134K	Buy	3,126 +610	+24%	+$25.6K	0.05%	189
2018 Q1	$95K	Sell	2,516 -38	-1%	-$1.43K	0.04%	187
2017 Q4	$98K	Buy	2,554 +2,525	+8,707%	+$91.5K	0.04%	153
2017 Q3	$1K	Hold	29	–	–	﹤0.01%	414
2017 Q2	$1K	Buy	+29	New	+$902	﹤0.01%	536

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's BP Position: Q2 2023 in Review

BDO Wealth Advisors increased its BP (BP) stake by 340% in Q2 2023, buying an estimated $94.5K and bringing the position to 3,303 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #320.

BDO Wealth Advisors first reported a position in BP in Q2 2017 and has held it in 25 quarters since. The position peaked at $134K in Q2 2018. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

BDO Wealth Advisors held 3,303 shares of BP worth $117K as of Q2 2023.
BDO Wealth Advisors bought 2,553 BP shares in Q2 2023, an estimated $94.5K.
BP made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #320 holding.
BDO Wealth Advisors first reported a position in BP in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's BP position peaked at $134K in Q2 2018.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.