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Clearview Wealth Advisors’s BP BP Stock Holding History

Clearview 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
2023
Q3 		– Sell
-870
Closed -$30.7K – 177
2023
Q2 		$30.7K Buy
870
+299
+52% +$11.1K 0.03% 227
2023
Q1 		$21.7K Sell
571
-300
-34% -$11.2K 0.02% 266
2022
Q4 		$30.4K Buy
871
+6
+0.7% +$200 0.02% 202
2022
Q3 		$25K Sell
865
-164
-16% -$4.88K 0.02% 230
2022
Q2 		$29K Buy
1,029
+8
+0.8% +$245 0.02% 233
2022
Q1 		$30K Sell
1,021
-67
-6% -$2.04K 0.02% 247
2021
Q4 		$29K Sell
1,088
-292
-21% -$8.1K 0.02% 282
2021
Q3 		$38K Buy
1,380
+9
+0.7% +$225 0.02% 261
2021
Q2 		$36K Buy
1,371
+8
+0.6% +$210 0.02% 276
2021
Q1 		$33K Buy
1,363
+209
+18% +$5.03K 0.02% 269
2020
Q4 		$24K Buy
+1,154
New +$21.7K 0.02% 282

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

Clearview Wealth Advisors's BP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of BP (BP) in Q3 2023, closing a stake of 870 shares — an estimated $30.7K sold.

Clearview Wealth Advisors first reported a position in BP in Q4 2020 and held it in 11 quarters. The position peaked at $38K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining BP position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 870 BP shares in Q3 2023, an estimated $30.7K.
  • Clearview Wealth Advisors first reported a position in BP in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's BP position peaked at $38K in Q3 2021.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.