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Cahill Financial Advisors’s BP BP Stock Holding History

Cahill 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
Q4 		– Sell
-1,072
Closed -$29K – 299
2021
Q3 		$29K Buy
+1,072
New +$26.9K 0.01% 403
2020
Q2 		– Sell
-24,725
Closed -$604K – 161
2020
Q1 		$604K Buy
24,725
+4,066
+20% +$131K 0.28% 88
2019
Q4 		$780K Sell
20,659
-1,363
-6% -$51.8K 0.28% 85
2019
Q3 		$837K Buy
22,022
+299
+1% +$11.4K 0.33% 81
2019
Q2 		$891K Buy
21,723
+846
+4% +$35.5K 0.35% 74
2019
Q1 		$898K Sell
20,877
-1,073
-5% -$44K 0.37% 71
2018
Q4 		$807K Sell
21,950
-46
-0.2% -$1.84K 0.4% 66
2018
Q3 		$969K Sell
21,996
-294
-1% -$12.3K 0.43% 62
2018
Q2 		$958K Sell
22,290
-289
-1% -$12.1K 0.44% 61
2018
Q1 		$851K Buy
22,579
+1,063
+5% +$40K 0.41% 62
2017
Q4 		$828K Sell
21,516
-279
-1% -$10.1K 0.42% 63
2017
Q3 		$756K Buy
21,795
+3,720
+21% +$118K 0.4% 65
2017
Q2 		$556K Buy
18,075
+3,152
+21% +$98.1K 0.31% 79
2017
Q1 		$450K Buy
14,923
+4,586
+44% +$139K 0.26% 88
2016
Q4 		$332K Buy
+10,337
New +$311K 0.2% 96

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Financial Advisors's BP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of BP (BP) in Q4 2021, closing a stake of 1,072 shares — an estimated $29K sold.

Cahill Financial Advisors first reported a position in BP in Q4 2016 and held it in 15 quarters. The position peaked at $969K in Q3 2018. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,072 BP shares in Q4 2021, an estimated $29K.
  • Cahill Financial Advisors first reported a position in BP in Q4 2016 and held it in 15 quarters.
  • Cahill Financial Advisors's BP position peaked at $969K in Q3 2018.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.