Financial Advantage’s BP BP Stock Holding History

Financial Advantage’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	-1,500	Closed	-$39K	–	140
2021 Q4	$39K	Buy	+1,500	New	+$41.6K	0.03%	85
2014 Q1	–	Sell	-1,007	Closed	-$40K	–	138
2013 Q4	$40K	Hold	1,007	–	–	0.03%	82
2013 Q3	$35K	Hold	1,007	–	–	0.03%	82
2013 Q2	$34K	Buy	+1,007	New	+$35.1K	0.03%	81

Other funds holding BP

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Financial Advantage's BP Position: Q1 2022 in Review

Financial Advantage sold out of BP (BP) in Q1 2022, closing a stake of 1,500 shares — an estimated $39K sold.

Financial Advantage first reported a position in BP in Q2 2013 and held it in 4 quarters. The position peaked at $40K in Q4 2013. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Financial Advantage reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Financial Advantage sold 1,500 BP shares in Q1 2022, an estimated $39K.
Financial Advantage first reported a position in BP in Q2 2013 and held it in 4 quarters.
Financial Advantage's BP position peaked at $40K in Q4 2013.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Financial Advantage's 13F filing for Q1 2022, filed 9 May 2022.