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Bedel Financial Consulting’s BP BP Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-5,591
Closed -$164K – 290
2022
Q1 		$164K Hold
5,591
– – 0.05% 207
2021
Q4 		$149K Sell
5,591
-424
-7% -$11.8K 0.05% 224
2021
Q3 		$164K Sell
6,015
-925
-13% -$23.2K 0.06% 205
2021
Q2 		$183K Buy
6,940
+10
+0.1% +$262 0.06% 186
2021
Q1 		$169K Buy
6,930
+915
+15% +$22K 0.07% 188
2020
Q4 		$123K Hold
6,015
– – 0.05% 201
2020
Q3 		$105K Hold
6,015
– – 0.05% 201
2020
Q2 		$140K Hold
6,015
– – 0.08% 161
2020
Q1 		$147K Hold
6,015
– – 0.1% 144
2019
Q4 		$227K Hold
6,015
– – 0.13% 128
2019
Q3 		$229K Sell
6,015
-101
-2% -$3.85K 0.14% 122
2019
Q2 		$251K Hold
6,116
– – 0.15% 116
2019
Q1 		$263K Sell
6,116
-90
-1% -$3.69K 0.17% 107
2018
Q4 		$228K Sell
6,206
-94
-1% -$3.75K 0.16% 110
2018
Q3 		$268K Sell
6,300
-91
-1% -$3.81K 0.18% 108
2018
Q2 		$275K Sell
6,391
-82
-1% -$3.44K 0.2% 109
2018
Q1 		$244K Sell
6,473
-98
-1% -$3.69K 0.19% 118
2017
Q4 		$253K Buy
+6,571
New +$238K 0.23% 106

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's BP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of BP (BP) in Q2 2022, closing a stake of 5,591 shares — an estimated $164K sold.

Bedel Financial Consulting first reported a position in BP in Q4 2017 and held it in 18 quarters. The position peaked at $275K in Q2 2018. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

  • Bedel Financial Consulting reported no remaining BP position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 5,591 BP shares in Q2 2022, an estimated $164K.
  • Bedel Financial Consulting first reported a position in BP in Q4 2017 and held it in 18 quarters.
  • Bedel Financial Consulting's BP position peaked at $275K in Q2 2018.
  • 1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.