Certified Advisory Corp’s BP BP Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,233	Closed	-$30K	–	263
2021 Q1	$30K	Buy	+1,233	New	+$29.7K	0.01%	422
2020 Q2	$47K	Buy	2,012 +14	+0.7%	+$336	0.02%	314
2020 Q1	$49K	Buy	1,998 +725	+57%	+$23.4K	0.02%	280
2019 Q4	$48K	Hold	1,273	–	–	0.02%	321
2019 Q3	$48K	Buy	1,273 +250	+24%	+$9.54K	0.02%	324
2019 Q2	$42K	Sell	1,023 -228	-18%	-$9.56K	0.02%	345
2019 Q1	$54K	Sell	1,251 -18	-1%	-$738	0.02%	285
2018 Q4	$47K	Sell	1,269 -19	-1%	-$759	0.02%	282
2018 Q3	$57K	Sell	1,288 -18	-1%	-$753	0.03%	277
2018 Q2	$56K	Sell	1,306 -17	-1%	-$714	0.03%	264
2018 Q1	$49K	Sell	1,323 -20	-1%	-$753	0.03%	273
2017 Q4	$51K	Buy	+1,343	New	+$48.6K	0.04%	233

Other funds holding BP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Certified Advisory Corp's BP Position: Q2 2021 in Review

Certified Advisory Corp sold out of BP (BP) in Q2 2021, closing a stake of 1,233 shares — an estimated $30K sold.

Certified Advisory Corp first reported a position in BP in Q4 2017 and held it in 12 quarters. The position peaked at $57K in Q3 2018. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Certified Advisory Corp reported no remaining BP position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,233 BP shares in Q2 2021, an estimated $30K.
Certified Advisory Corp first reported a position in BP in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's BP position peaked at $57K in Q3 2018.
980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.