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Freedman Financial Associates’s BP BP Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-311
Closed -$9K – 53
2022
Q1 		$9K Hold
311
– – 0.01% 363
2021
Q4 		$8K Sell
311
-308
-50% -$8.54K 0.01% 351
2021
Q3 		$17K Buy
619
+308
+99% +$7.72K 0.01% 304
2021
Q2 		$8K Sell
311
-500
-62% -$13.1K 0.01% 356
2021
Q1 		$20K Hold
811
– – 0.02% 285
2020
Q4 		$17K Buy
+811
New +$15.3K 0.02% 301

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State Street
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freedman Financial Associates's BP Position: Q2 2022 in Review

Freedman Financial Associates sold out of BP (BP) in Q2 2022, closing a stake of 311 shares — an estimated $9K sold.

Freedman Financial Associates first reported a position in BP in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q1 2021. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

  • Freedman Financial Associates reported no remaining BP position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 311 BP shares in Q2 2022, an estimated $9K.
  • Freedman Financial Associates first reported a position in BP in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's BP position peaked at $20K in Q1 2021.
  • 1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.