EW
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Evoke Wealth’s BP BP Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-19
Closed -$1K – 470
2022
Q3 		$1K Hold
19
– – ﹤0.01% 1098
2022
Q2 		$1K Buy
19
+1
+6% +$31 ﹤0.01% 1102
2022
Q1 		$1K Sell
18
-2,000
-99% -$61K ﹤0.01% 1100
2021
Q4 		$54K Buy
2,018
+1
+0% +$28 ﹤0.01% 519
2021
Q3 		$55K Sell
2,017
-1
-0% -$25 ﹤0.01% 496
2021
Q2 		$53K Hold
2,018
– – ﹤0.01% 518
2021
Q1 		$49K Buy
2,018
+2,001
+11,771% +$48.2K ﹤0.01% 454
2020
Q4 		$0 Hold
17
– – ﹤0.01% 1041
2020
Q3 		$0 Sell
17
-85
-83% -$1.84K ﹤0.01% 1030
2020
Q2 		$2K Sell
102
-222
-69% -$5.33K ﹤0.01% 845
2020
Q1 		$7.91K Sell
324
-3,720
-92% -$120K ﹤0.01% 541
2019
Q4 		$153K Sell
4,044
-830
-17% -$31.5K 0.02% 260
2019
Q3 		$185K Buy
+4,874
New +$186K 0.02% 271

Other funds holding BP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Evoke Wealth's BP Position: Q4 2022 in Review

Evoke Wealth sold out of BP (BP) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Evoke Wealth first reported a position in BP in Q3 2019 and held it in 13 quarters. The position peaked at $185K in Q3 2019. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

  • Evoke Wealth reported no remaining BP position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 19 BP shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in BP in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's BP position peaked at $185K in Q3 2019.
  • 1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.