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Capital Wealth Planning’s BP BP Stock Holding History

Capital Wealth Planning’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
2018
Q4 		– Sell
-19,376
Closed -$16K – 95
2018
Q3 		$16K Sell
19,376
-280
-1% -$11.7K 0.01% 68
2018
Q2 		$35K Buy
19,656
+6,096
+45% +$256K 0.02% 67
2018
Q1 		$10K Sell
13,560
-205
-1% -$7.72K 0.01% 188
2017
Q4 		$21K Buy
+13,765
New +$499K 0.03% 46

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Wealth Planning's BP Position: Q3 2023 in Review

Capital Wealth Planning sold out of BP (BP) in Q3 2023, closing a stake of 20,193 shares — an estimated $713K sold.

Capital Wealth Planning first reported a position in BP in Q3 2013 and held it in 33 quarters. The position peaked at $1.72M in Q3 2013. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Capital Wealth Planning reported no remaining BP position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 20,193 BP shares in Q3 2023, an estimated $713K.
  • Capital Wealth Planning first reported a position in BP in Q3 2013 and held it in 33 quarters.
  • Capital Wealth Planning's BP position peaked at $1.72M in Q3 2013.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.