Brendel Financial Advisors’s BP BP Stock Holding History

Brendel Financial 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 Q3	–	Sell	-3,184	Closed	-$84K	–	93
2021 Q2	$84K	Buy	+3,184	New	+$83.5K	0.05%	139

Other funds holding BP

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Brendel Financial Advisors's BP Position: Q3 2021 in Review

Brendel Financial Advisors sold out of BP (BP) in Q3 2021, closing a stake of 3,184 shares — an estimated $84K sold.

Brendel Financial Advisors first reported a position in BP in Q2 2021 and held it in 1 quarter. The position peaked at $84K in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Brendel Financial Advisors reported no remaining BP position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 3,184 BP shares in Q3 2021, an estimated $84K.
Brendel Financial Advisors first reported a position in BP in Q2 2021 and held it in 1 quarter.
Brendel Financial Advisors's BP position peaked at $84K in Q2 2021.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.