EWM
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Evermay Wealth Management’s BP BP Stock Holding History

Evermay 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
2022
Q1 		– Sell
-2,643
Closed -$70K – 525
2021
Q4 		$70K Hold
2,643
– – 0.01% 249
2021
Q3 		$72K Hold
2,643
– – 0.01% 235
2021
Q2 		$70K Buy
+2,643
New +$69.3K 0.01% 248
2020
Q1 		– Sell
-5,443
Closed -$205K – 137
2019
Q4 		$205K Buy
+5,443
New +$207K 0.05% 159

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Evermay Wealth Management's BP Position: Q1 2022 in Review

Evermay Wealth Management sold out of BP (BP) in Q1 2022, closing a stake of 2,643 shares — an estimated $70K sold.

Evermay Wealth Management first reported a position in BP in Q4 2019 and held it in 4 quarters. The position peaked at $205K in Q4 2019. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

  • Evermay Wealth Management reported no remaining BP position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 2,643 BP shares in Q1 2022, an estimated $70K.
  • Evermay Wealth Management first reported a position in BP in Q4 2019 and held it in 4 quarters.
  • Evermay Wealth Management's BP position peaked at $205K in Q4 2019.
  • 1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.