Bell & Brown Wealth Advisors’s BP BP Stock Holding History

Bell & Brown 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
2022 Q1	–	Sell	-7,489	Closed	-$249K	–	76
2021 Q4	$249K	Hold	7,489	–	–	0.12%	65
2021 Q3	$205K	Buy	+7,489	New	+$188K	0.11%	70

Other funds holding BP

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bell & Brown Wealth Advisors's BP Position: Q1 2022 in Review

Bell & Brown Wealth Advisors sold out of BP (BP) in Q1 2022, closing a stake of 7,489 shares — an estimated $249K sold.

Bell & Brown Wealth Advisors first reported a position in BP in Q3 2021 and held it in 2 quarters. The position peaked at $249K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Bell & Brown Wealth Advisors reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 7,489 BP shares in Q1 2022, an estimated $249K.
Bell & Brown Wealth Advisors first reported a position in BP in Q3 2021 and held it in 2 quarters.
Bell & Brown Wealth Advisors's BP position peaked at $249K in Q4 2021.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.