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Brooks Moore & Associates’s BP BP Stock Holding History

Brooks Moore & Associates’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
Q2 		– Sell
-31,001
Closed -$756K – 85
2020
Q1 		$756K Buy
31,001
+7,500
+32% +$243K 0.8% 43
2019
Q4 		$887K Buy
23,501
+1,800
+8% +$68.3K 0.7% 48
2019
Q3 		$824K Buy
21,701
+15,268
+237% +$583K 0.7% 52
2019
Q2 		$264K Buy
6,433
+102
+2% +$4.28K 0.23% 88
2019
Q1 		$272K Sell
6,331
-93
-1% -$3.81K 0.25% 80
2018
Q4 		$236K Buy
+6,424
New +$256K 0.24% 79

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brooks Moore & Associates's BP Position: Q2 2020 in Review

Brooks Moore & Associates sold out of BP (BP) in Q2 2020, closing a stake of 31,001 shares — an estimated $756K sold.

Brooks Moore & Associates first reported a position in BP in Q4 2018 and held it in 6 quarters. The position peaked at $887K in Q4 2019. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

  • Brooks Moore & Associates reported no remaining BP position as of Q2 2020 after selling out during the quarter.
  • Brooks Moore & Associates sold 31,001 BP shares in Q2 2020, an estimated $756K.
  • Brooks Moore & Associates first reported a position in BP in Q4 2018 and held it in 6 quarters.
  • Brooks Moore & Associates's BP position peaked at $887K in Q4 2019.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Brooks Moore & Associates's 13F filing for Q2 2020, filed 10 Aug 2020.