Castle Wealth Management’s BP BP Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-178	Closed	-$5K	–	174
2022 Q3	$5K	Hold	178	–	–	﹤0.01%	493
2022 Q2	$5K	Buy	+178	New	+$5.45K	﹤0.01%	478

Other funds holding BP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Castle Wealth Management's BP Position: Q4 2022 in Review

Castle Wealth Management sold out of BP (BP) in Q4 2022, closing a stake of 178 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in BP in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Castle Wealth Management reported no remaining BP position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 178 BP shares in Q4 2022, an estimated $5K.
Castle Wealth Management first reported a position in BP in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's BP position peaked at $5K in Q3 2022.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.