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CSat Investment Advisory’s BP BP Stock Holding History

CSat Investment 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
2020
Q4 		– Sell
-102,540
Closed -$1.79M – 582
2020
Q3 		$1.79M Buy
102,540
+39,481
+63% +$855K 0.16% 63
2020
Q2 		$1.47M Buy
+63,059
New +$1.51M 0.18% 58
2020
Q1 		– Sell
-2,665
Closed -$101K – 1072
2019
Q4 		$101K Buy
+2,665
New +$101K 0.03% 358

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSat Investment Advisory's BP Position: Q4 2020 in Review

CSat Investment Advisory sold out of BP (BP) in Q4 2020, closing a stake of 102,540 shares — an estimated $1.79M sold.

CSat Investment Advisory first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $1.79M in Q3 2020. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

  • CSat Investment Advisory reported no remaining BP position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 102,540 BP shares in Q4 2020, an estimated $1.79M.
  • CSat Investment Advisory first reported a position in BP in Q4 2019 and held it in 3 quarters.
  • CSat Investment Advisory's BP position peaked at $1.79M in Q3 2020.
  • 865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.