CFM Wealth Partners’s BP BP Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-152	Closed	-$3K	–	195
2020 Q2	$3K	Hold	152	–	–	﹤0.01%	452
2020 Q1	$4K	Buy	+152	New	+$4.92K	﹤0.01%	483

Other funds holding BP

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CFM Wealth Partners's BP Position: Q3 2020 in Review

CFM Wealth Partners sold out of BP (BP) in Q3 2020, closing a stake of 152 shares — an estimated $3K sold.

CFM Wealth Partners first reported a position in BP in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

CFM Wealth Partners reported no remaining BP position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 152 BP shares in Q3 2020, an estimated $3K.
CFM Wealth Partners first reported a position in BP in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's BP position peaked at $4K in Q1 2020.
864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.