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Clarus Wealth Advisors’s BP BP Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-2,950
Closed -$121K – 192
2019
Q2 		$121K Buy
2,950
+13
+0.4% +$545 0.09% 168
2019
Q1 		$126K Sell
2,937
-29
-1% -$1.19K 0.09% 160
2018
Q4 		$109K Buy
2,966
+278
+10% +$11.1K 0.17% 153
2018
Q3 		$118K Sell
2,688
-1,642
-38% -$68.7K 0.08% 190
2018
Q2 		$165K Buy
+4,330
New +$182K 0.12% 139

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clarus Wealth Advisors's BP Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of BP (BP) in Q3 2019, closing a stake of 2,950 shares — an estimated $121K sold.

Clarus Wealth Advisors first reported a position in BP in Q2 2018 and held it in 5 quarters. The position peaked at $165K in Q2 2018. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining BP position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,950 BP shares in Q3 2019, an estimated $121K.
  • Clarus Wealth Advisors first reported a position in BP in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's BP position peaked at $165K in Q2 2018.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.