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CWS Financial Advisors’s BP BP Stock Holding History

CWS Financial 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
2022
Q3 		– Sell
-4,885
Closed -$138K – 141
2022
Q2 		$138K Buy
+4,885
New +$150K 0.06% 151
2020
Q2 		– Sell
-9,339
Closed -$352K – 122
2020
Q1 		$352K Sell
9,339
-129
-1% -$4.17K 0.26% 81
2019
Q4 		$357K Buy
+9,468
New +$360K 0.26% 82

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

CWS Financial Advisors's BP Position: Q3 2022 in Review

CWS Financial Advisors sold out of BP (BP) in Q3 2022, closing a stake of 4,885 shares — an estimated $138K sold.

CWS Financial Advisors first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $357K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

  • CWS Financial Advisors reported no remaining BP position as of Q3 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 4,885 BP shares in Q3 2022, an estimated $138K.
  • CWS Financial Advisors first reported a position in BP in Q4 2019 and held it in 3 quarters.
  • CWS Financial Advisors's BP position peaked at $357K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on CWS Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.