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Curi Wealth Management’s BP BP Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-300
Closed -$9K – 255
2022
Q2 		$9K Hold
300
– – ﹤0.01% 380
2022
Q1 		$8K Hold
300
– – ﹤0.01% 376
2021
Q4 		$7K Buy
+300
New +$8.32K ﹤0.01% 346
2021
Q1 		– Sell
-300
Closed -$6K – 147
2020
Q4 		$6K Buy
+300
New +$5.65K ﹤0.01% 295

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi Wealth Management's BP Position: Q3 2022 in Review

Curi Wealth Management sold out of BP (BP) in Q3 2022, closing a stake of 300 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in BP in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

  • Curi Wealth Management reported no remaining BP position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 300 BP shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in BP in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's BP position peaked at $9K in Q2 2022.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.