FourThought Financial’s BP BP Stock Holding History

FourThought Financial’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	$264K	Sell	9,253 -1,072	-10%	-$31.9K	0.04%	260
2022 Q2	$293K	Sell	10,325 -2,171	-17%	-$66.5K	0.04%	271
2022 Q1	$367K	Buy	12,496 +23	+0.2%	+$701	0.05%	244
2021 Q4	$332K	Sell	12,473 -489	-4%	-$13.6K	0.04%	257
2021 Q3	$354K	Buy	12,962 +1,074	+9%	+$26.9K	0.05%	251
2021 Q2	$314K	Sell	11,888 -478	-4%	-$12.5K	0.04%	281
2021 Q1	$301K	Buy	12,366 +192	+2%	+$4.62K	0.04%	284
2020 Q4	$249K	Buy	+12,174	New	+$229K	0.04%	302

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

FourThought Financial's BP Position: Q3 2022 in Review

FourThought Financial reduced its BP (BP) stake by 10% in Q3 2022, selling an estimated $31.9K and leaving 9,253 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #260.

FourThought Financial first reported a position in BP in Q4 2020 and has held it in 8 quarters since. The position peaked at $367K in Q1 2022. 1,001 funds tracked by Wall St. Rank hold BP as of Q3 2022.

FourThought Financial held 9,253 shares of BP worth $264K as of Q3 2022.
FourThought Financial sold 1,072 BP shares in Q3 2022, an estimated $31.9K.
BP made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #260 holding.
FourThought Financial first reported a position in BP in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's BP position peaked at $367K in Q1 2022.
1,001 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.