Freedom Wealth Alliance’s BP BP Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-220	Closed	-$7.68K	–	116
2022 Q4	$7.68K	Buy	+220	New	+$7.32K	0.01%	311

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Freedom Wealth Alliance's BP Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of BP (BP) in Q1 2023, closing a stake of 220 shares — an estimated $7.68K sold.

Freedom Wealth Alliance first reported a position in BP in Q4 2022 and held it in 1 quarter. The position peaked at $7.68K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Freedom Wealth Alliance reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 220 BP shares in Q1 2023, an estimated $7.68K.
Freedom Wealth Alliance first reported a position in BP in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's BP position peaked at $7.68K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.