Engrave Wealth Partners’s BP BP Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-100	Closed	-$2K	–	99
2020 Q2	$2K	Buy	100 +75	+300%	+$1.8K	﹤0.01%	385
2020 Q1	$0	Sell	25 -347	-93%	-$11.2K	﹤0.01%	422
2019 Q4	$14K	Buy	+372	New	+$14.1K	0.01%	263

Other funds holding BP

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Engrave Wealth Partners's BP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of BP (BP) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

Engrave Wealth Partners reported no remaining BP position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 100 BP shares in Q3 2020, an estimated $2K.
Engrave Wealth Partners first reported a position in BP in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's BP position peaked at $14K in Q4 2019.
864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.