Beta Wealth Group’s BP BP Stock Holding History

Beta Wealth Group’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	–	Sell	-9,319	Closed	-$227K	–	65
2021 Q1	$227K	Buy	+9,319	New	+$224K	0.17%	53

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Beta Wealth Group's BP Position: Q2 2021 in Review

Beta Wealth Group sold out of BP (BP) in Q2 2021, closing a stake of 9,319 shares — an estimated $227K sold.

Beta Wealth Group first reported a position in BP in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 981 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Beta Wealth Group reported no remaining BP position as of Q2 2021 after selling out during the quarter.
Beta Wealth Group sold 9,319 BP shares in Q2 2021, an estimated $227K.
Beta Wealth Group first reported a position in BP in Q1 2021 and held it in 1 quarter.
Beta Wealth Group's BP position peaked at $227K in Q1 2021.
981 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Beta Wealth Group's 13F filing for Q2 2021, filed 16 Aug 2021.