Fortis Advisors’s BP BP Stock Holding History

Fortis Advisors’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 Q3	–	Sell	-100	Closed	-$3K	–	244
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	252
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	264
2021 Q4	$3K	Buy	+100	New	+$2.77K	﹤0.01%	242

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Advisors's BP Position: Q3 2022 in Review

Fortis Advisors sold out of BP (BP) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Fortis Advisors first reported a position in BP in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

Fortis Advisors reported no remaining BP position as of Q3 2022 after selling out during the quarter.
Fortis Advisors sold 100 BP shares in Q3 2022, an estimated $3K.
Fortis Advisors first reported a position in BP in Q4 2021 and held it in 3 quarters.
Fortis Advisors's BP position peaked at $3K in Q2 2022.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.