Defined Wealth Management’s BP BP Stock Holding History

Defined 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
2021 Q1	–	Sell	-386	Closed	-$8K	–	109
2020 Q4	$8K	Buy	+386	New	+$7.28K	0.01%	178

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Defined Wealth Management's BP Position: Q1 2021 in Review

Defined Wealth Management sold out of BP (BP) in Q1 2021, closing a stake of 386 shares — an estimated $8K sold.

Defined Wealth Management first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

Defined Wealth Management reported no remaining BP position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 386 BP shares in Q1 2021, an estimated $8K.
Defined Wealth Management first reported a position in BP in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's BP position peaked at $8K in Q4 2020.
920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.