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Bel Air Investment Advisors’s BP BP Stock Holding History

Bel Air Investment 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
Q2 		$264K Buy
+10,000
New +$262K 0.01% 333
2013
Q3 		$353K Hold
10,269
– – 0.05% 91
2013
Q2 		$351K Buy
+10,269
New +$357K 0.05% 94

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's BP Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in BP (BP) in Q2 2021: 10,000 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Bel Air Investment Advisors previously reported a position in BP as recently as Q3 2013.

Bel Air Investment Advisors first reported a position in BP in Q2 2013 and has held it in 3 quarters since. The position peaked at $353K in Q3 2013. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

  • Bel Air Investment Advisors held 10,000 shares of BP worth $264K as of Q2 2021.
  • BP was a new Bel Air Investment Advisors position in Q2 2021.
  • BP made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #333 holding.
  • Bel Air Investment Advisors first reported a position in BP in Q2 2013 and has held it in 3 quarters since.
  • Bel Air Investment Advisors's BP position peaked at $353K in Q3 2013.
  • 980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.