Fiduciary Planning’s BP BP Stock Holding History

Fiduciary Planning’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	–	Sell	-823	Closed	-$20K	–	87
2021 Q1	$20K	Hold	823	–	–	0.03%	109
2020 Q4	$17K	Buy	+823	New	+$15.5K	0.02%	116

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

Fiduciary Planning's BP Position: Q2 2021 in Review

Fiduciary Planning sold out of BP (BP) in Q2 2021, closing a stake of 823 shares — an estimated $20K sold.

Fiduciary Planning first reported a position in BP in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

Fiduciary Planning reported no remaining BP position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 823 BP shares in Q2 2021, an estimated $20K.
Fiduciary Planning first reported a position in BP in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's BP position peaked at $20K in Q1 2021.
980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.