D.B. Root & Company’s BP BP Stock Holding History

D.B. Root & Company’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	-7,714	Closed	-$205K	–	184
2021 Q4	$205K	Buy	7,714 +91	+1%	+$2.52K	0.07%	186
2021 Q3	$208K	Sell	7,623 -1,356	-15%	-$34K	0.08%	188
2021 Q2	$237K	Sell	8,979 -147	-2%	-$3.85K	0.09%	191
2021 Q1	$222K	Buy	+9,126	New	+$220K	0.09%	195

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

D.B. Root & Company's BP Position: Q1 2022 in Review

D.B. Root & Company sold out of BP (BP) in Q1 2022, closing a stake of 7,714 shares — an estimated $205K sold.

D.B. Root & Company first reported a position in BP in Q1 2021 and held it in 4 quarters. The position peaked at $237K in Q2 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

D.B. Root & Company reported no remaining BP position as of Q1 2022 after selling out during the quarter.
D.B. Root & Company sold 7,714 BP shares in Q1 2022, an estimated $205K.
D.B. Root & Company first reported a position in BP in Q1 2021 and held it in 4 quarters.
D.B. Root & Company's BP position peaked at $237K in Q2 2021.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on D.B. Root & Company's 13F filing for Q1 2022, filed 6 May 2022.