Elmwood Wealth Management’s BP BP Stock Holding History

Elmwood 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 Q2	$68K	Hold	2,572	–	–	0.04%	155
2021 Q1	$63K	Buy	+2,572	New	+$61.9K	0.04%	151
2020 Q3	$60K	Hold	2,572	–	–	0.05%	123
2020 Q2	$60K	Sell	2,572 -67	-3%	-$1.61K	0.05%	123
2020 Q1	$107K	Buy	+2,639	New	+$85.3K	0.1%	104
2019 Q4	–	Sell	-2,640	Closed	-$100K	–	105
2019 Q3	$100K	Sell	2,640 -45	-2%	-$1.72K	0.1%	96
2019 Q2	$110K	Hold	2,685	–	–	0.1%	104
2019 Q1	$115K	Sell	2,685 -39	-1%	-$1.6K	0.11%	98
2018 Q4	$100K	Sell	2,724 -41	-1%	-$1.64K	0.1%	104
2018 Q3	$122K	Sell	2,765 -40	-1%	-$1.67K	0.1%	110
2018 Q2	$121K	Sell	2,805 -35	-1%	-$1.47K	0.11%	106
2018 Q1	$107K	Buy	+2,840	New	+$107K	0.1%	104

Other funds holding BP

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elmwood Wealth Management's BP Position: Q2 2021 in Review

Elmwood Wealth Management held its BP (BP) position steady in Q2 2021 at 2,572 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #155.

Elmwood Wealth Management first reported a position in BP in Q1 2018 and has held it in 12 quarters since. The position peaked at $122K in Q3 2018. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Elmwood Wealth Management held 2,572 shares of BP worth $68K as of Q2 2021.
Elmwood Wealth Management left its BP share count unchanged in Q2 2021.
BP made up 0.04% of Elmwood Wealth Management's portfolio in Q2 2021, its #155 holding.
Elmwood Wealth Management first reported a position in BP in Q1 2018 and has held it in 12 quarters since.
Elmwood Wealth Management's BP position peaked at $122K in Q3 2018.
980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.