ForthRight Wealth Management’s BP BP Stock Holding History

ForthRight 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
2021 Q1	–	Sell	-2,467	Closed	-$51K	–	54
2020 Q4	$51K	Buy	+2,467	New	+$46.5K	0.04%	68

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

ForthRight Wealth Management's BP Position: Q1 2021 in Review

ForthRight Wealth Management sold out of BP (BP) in Q1 2021, closing a stake of 2,467 shares — an estimated $51K sold.

ForthRight Wealth Management first reported a position in BP in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 920 funds tracked by Wall St. Rank hold BP as of Q1 2021.

ForthRight Wealth Management reported no remaining BP position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 2,467 BP shares in Q1 2021, an estimated $51K.
ForthRight Wealth Management first reported a position in BP in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's BP position peaked at $51K in Q4 2020.
920 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.