First Personal Financial Services’s BP BP Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-207	Closed	-$4K	–	307
2020 Q4	$4K	Buy	+207	New	+$3.9K	﹤0.01%	299
2018 Q2	–	Sell	-2,614	Closed	-$98K	–	689
2018 Q1	$98K	Sell	2,614 -1,580	-38%	-$59.5K	0.02%	310
2017 Q4	$161K	Buy	4,194 +1,838	+78%	+$66.6K	0.03%	268
2017 Q3	$82K	Sell	2,356 -41	-2%	-$1.3K	0.02%	345
2017 Q2	$74K	Buy	2,397 +1,998	+501%	+$62.2K	0.02%	348
2017 Q1	$12K	Sell	399 -7	-2%	-$213	﹤0.01%	670
2016 Q4	$13K	Sell	406 -8	-2%	-$241	﹤0.01%	638
2016 Q3	$12K	Hold	414	–	–	﹤0.01%	532
2016 Q2	$12K	Buy	+414	New	+$11.2K	﹤0.01%	518
2016 Q1	–	Sell	-1	Closed	–	–	321
2015 Q4	$0	Buy	+1	New	+$28	﹤0.01%	405

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Personal Financial Services's BP Position: Q1 2021 in Review

First Personal Financial Services sold out of BP (BP) in Q1 2021, closing a stake of 207 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in BP in Q4 2015 and held it in 10 quarters. The position peaked at $161K in Q4 2017. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

First Personal Financial Services reported no remaining BP position as of Q1 2021 after selling out during the quarter.
First Personal Financial Services sold 207 BP shares in Q1 2021, an estimated $4K.
First Personal Financial Services first reported a position in BP in Q4 2015 and held it in 10 quarters.
First Personal Financial Services's BP position peaked at $161K in Q4 2017.
920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on First Personal Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.