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Brandywine Oak Private Wealth’s BP BP Stock Holding History

Brandywine Oak Private Wealth’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
2020
Q1 		– Sell
-6,663
Closed -$251K – 223
2019
Q4 		$251K Buy
6,663
+989
+17% +$37.6K 0.05% 213
2019
Q3 		$215K Buy
+5,674
New +$216K 0.04% 217
2019
Q1 		– Sell
-1,139
Closed -$41K – 270
2018
Q4 		$41K Buy
+1,139
New +$45.5K 0.01% 392

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brandywine Oak Private Wealth's BP Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of BP (BP) in Q1 2020, closing a stake of 6,663 shares — an estimated $251K sold.

Brandywine Oak Private Wealth first reported a position in BP in Q4 2018 and held it in 3 quarters. The position peaked at $251K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Brandywine Oak Private Wealth reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 6,663 BP shares in Q1 2020, an estimated $251K.
  • Brandywine Oak Private Wealth first reported a position in BP in Q4 2018 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's BP position peaked at $251K in Q4 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.