EPG Wealth Management’s BP BP Stock Holding History

EPG 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
2020 Q2	–	Sell	-1,258	Closed	-$31K	–	208
2020 Q1	$31K	Buy	1,258 +274	+28%	+$8.86K	0.02%	335
2019 Q4	$37K	Buy	+984	New	+$37.4K	0.03%	268

Other funds holding BP

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EPG Wealth Management's BP Position: Q2 2020 in Review

EPG Wealth Management sold out of BP (BP) in Q2 2020, closing a stake of 1,258 shares — an estimated $31K sold.

EPG Wealth Management first reported a position in BP in Q4 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

EPG Wealth Management reported no remaining BP position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 1,258 BP shares in Q2 2020, an estimated $31K.
EPG Wealth Management first reported a position in BP in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's BP position peaked at $37K in Q4 2019.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.