Cornerstone Advisory’s BP BP Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-300	Closed	-$8K	–	277
2021 Q4	$8K	Buy	+300	New	+$8.32K	﹤0.01%	624
2020 Q3	–	Sell	-18,878	Closed	-$440K	–	191
2020 Q2	$440K	Buy	+18,878	New	+$453K	0.11%	122
2020 Q1	–	Sell	-5,547	Closed	-$209K	–	160
2019 Q4	$209K	Buy	+5,547	New	+$211K	0.04%	160

Other funds holding BP

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cornerstone Advisory's BP Position: Q1 2022 in Review

Cornerstone Advisory sold out of BP (BP) in Q1 2022, closing a stake of 300 shares — an estimated $8K sold.

Cornerstone Advisory first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $440K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Cornerstone Advisory reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 300 BP shares in Q1 2022, an estimated $8K.
Cornerstone Advisory first reported a position in BP in Q4 2019 and held it in 3 quarters.
Cornerstone Advisory's BP position peaked at $440K in Q2 2020.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.