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Burt Wealth Advisors’s BP BP Stock Holding History

Burt 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
2021
Q1 		– Sell
-2,936
Closed -$60K – 127
2020
Q4 		$60K Hold
2,936
– – 0.02% 168
2020
Q3 		$51K Hold
2,936
– – 0.02% 172
2020
Q2 		$68K Sell
2,936
-132
-4% -$3.17K 0.03% 152
2020
Q1 		$75K Hold
3,068
– – 0.03% 130
2019
Q4 		$116K Hold
3,068
– – 0.05% 117
2019
Q3 		$117K Sell
3,068
-52
-2% -$1.98K 0.05% 111
2019
Q2 		$128K Hold
3,120
– – 0.06% 107
2019
Q1 		$134K Sell
3,120
-45
-1% -$1.84K 0.06% 104
2018
Q4 		$116K Sell
3,165
-48
-1% -$1.92K 0.05% 111
2018
Q3 		$141K Sell
3,213
-47
-1% -$1.97K 0.06% 109
2018
Q2 		$140K Sell
3,260
-42
-1% -$1.76K 0.07% 104
2018
Q1 		$124K Sell
3,302
-50
-1% -$1.88K 0.06% 113
2017
Q4 		$129K Buy
3,352
+96
+3% +$3.48K 0.08% 107
2017
Q3 		$113K Sell
3,256
-281
-8% -$8.93K 0.07% 115
2017
Q2 		$108K Buy
3,537
+170
+5% +$5.29K 0.07% 113
2017
Q1 		$101K Sell
3,367
-469
-12% -$14.3K 0.07% 109
2016
Q4 		$123K Sell
3,836
-48
-1% -$1.44K 0.11% 99
2016
Q3 		$115K Sell
3,884
-112
-3% -$3.25K 0.12% 90
2016
Q2 		$119K Hold
3,996
– – 0.13% 89
2016
Q1 		$101K Sell
3,996
-239
-6% -$6.03K 0.09% 106
2015
Q4 		$111K Buy
4,235
+239
+6% +$6.8K 0.09% 95
2015
Q3 		$7K Hold
3,996
– – 0.01% 281
2015
Q2 		$134K Sell
3,996
-57
-1% -$2K 0.15% 82
2015
Q1 		$132K Sell
4,053
-50
-1% -$1.64K 0.13% 74
2014
Q4 		$130K Buy
+4,103
New +$138K 0.14% 82

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burt Wealth Advisors's BP Position: Q1 2021 in Review

Burt Wealth Advisors sold out of BP (BP) in Q1 2021, closing a stake of 2,936 shares — an estimated $60K sold.

Burt Wealth Advisors first reported a position in BP in Q4 2014 and held it in 25 quarters. The position peaked at $141K in Q3 2018. 921 funds tracked by Wall St. Rank hold BP as of Q1 2021.

  • Burt Wealth Advisors reported no remaining BP position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,936 BP shares in Q1 2021, an estimated $60K.
  • Burt Wealth Advisors first reported a position in BP in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's BP position peaked at $141K in Q3 2018.
  • 921 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.