Freedom Investment Management’s BP BP Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-28,425	Closed	-$1.08M	–	707
2023 Q1	$1.08M	Buy	+28,425	New	+$1.06M	0.12%	222
2022 Q4	–	Sell	-39,090	Closed	-$1.12M	–	712
2022 Q3	$1.12M	Buy	+39,090	New	+$1.16M	0.13%	218
2020 Q2	–	Sell	-8,300	Closed	-$302K	–	579
2020 Q1	$302K	Buy	8,300 +236	+3%	+$7.63K	0.03%	493
2019 Q4	$304K	Sell	8,064 -4,930	-38%	-$187K	0.03%	481
2019 Q3	$494K	Buy	12,994 +186	+1%	+$7.1K	0.04%	359
2019 Q2	$525K	Sell	12,808 -1,166	-8%	-$48.9K	0.04%	352
2019 Q1	$601K	Buy	13,974 +747	+6%	+$30.6K	0.05%	337
2018 Q4	$486K	Buy	+13,227	New	+$528K	0.04%	431
2018 Q3	–	Sell	-5,676	Closed	-$244K	–	910
2018 Q2	$244K	Buy	+5,676	New	+$238K	0.01%	824
2017 Q1	–	Sell	-6,650	Closed	-$213K	–	1060
2016 Q4	$213K	Buy	+6,650	New	+$200K	0.01%	874
2014 Q1	–	Sell	-9,969	Closed	-$396K	–	439
2013 Q4	$396K	Buy	+9,969	New	+$371K	0.1%	206

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Freedom Investment Management's BP Position: Q2 2023 in Review

Freedom Investment Management sold out of BP (BP) in Q2 2023, closing a stake of 28,425 shares — an estimated $1.08M sold.

Freedom Investment Management first reported a position in BP in Q4 2013 and held it in 11 quarters. The position peaked at $1.12M in Q3 2022. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

Freedom Investment Management reported no remaining BP position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 28,425 BP shares in Q2 2023, an estimated $1.08M.
Freedom Investment Management first reported a position in BP in Q4 2013 and held it in 11 quarters.
Freedom Investment Management's BP position peaked at $1.12M in Q3 2022.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.