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Beirne Wealth Consulting Services’s BP BP Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q4 		– Sell
-8,482
Closed -$322K – 98
2019
Q3 		$322K Sell
8,482
-633
-7% -$24.2K 0.27% 89
2019
Q2 		$375K Buy
9,115
+285
+3% +$12K 0.34% 82
2019
Q1 		$380K Buy
8,830
+95
+1% +$3.89K 0.3% 110
2018
Q4 		$321K Buy
+8,735
New +$349K 0.27% 114

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beirne Wealth Consulting Services's BP Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of BP (BP) in Q4 2019, closing a stake of 8,482 shares — an estimated $322K sold.

Beirne Wealth Consulting Services first reported a position in BP in Q4 2018 and held it in 4 quarters. The position peaked at $380K in Q1 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 8,482 BP shares in Q4 2019, an estimated $322K.
  • Beirne Wealth Consulting Services first reported a position in BP in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's BP position peaked at $380K in Q1 2019.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.