Frontier Wealth Management’s BP BP Stock Holding History

Frontier Wealth 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
2021 Q4	–	Sell	-7,341	Closed	-$201K	–	431
2021 Q3	$201K	Sell	7,341 -500	-6%	-$12.5K	0.01%	396
2021 Q2	$207K	Buy	+7,841	New	+$206K	0.01%	405
2020 Q3	–	Sell	-9,774	Closed	-$228K	–	361
2020 Q2	$228K	Buy	9,774 +476	+5%	+$11.4K	0.02%	310
2020 Q1	$227K	Sell	9,298 -3,494	-27%	-$113K	0.04%	250
2019 Q4	$483K	Buy	12,792 +1,318	+11%	+$50K	0.08%	189
2019 Q3	$436K	Sell	11,474 -1,381	-11%	-$52.7K	0.06%	204
2019 Q2	$527K	Sell	12,855 -1,440	-10%	-$60.4K	0.08%	185
2019 Q1	$615K	Sell	14,295 -953	-6%	-$39.1K	0.08%	192
2018 Q4	$560K	Buy	15,248 +357	+2%	+$14.3K	0.09%	193
2018 Q3	$655K	Sell	14,891 -131	-0.9%	-$5.48K	0.06%	190
2018 Q2	$646K	Sell	15,022 -222	-1%	-$9.33K	0.09%	186
2018 Q1	$574K	Buy	15,244 +1,488	+11%	+$56.1K	0.08%	209
2017 Q4	$529K	Sell	13,756 -3,037	-18%	-$110K	0.08%	205
2017 Q3	$582K	Sell	16,793 -556	-3%	-$17.7K	0.08%	206
2017 Q2	$533K	Sell	17,349 -3,406	-16%	-$106K	0.08%	215
2017 Q1	$625K	Sell	20,755 -218	-1%	-$6.63K	0.1%	196
2016 Q4	$672K	Sell	20,973 -2,673	-11%	-$80.4K	0.11%	186
2016 Q3	$700K	Sell	23,646 -1,138	-5%	-$33K	0.11%	172
2016 Q2	$740K	Buy	24,784 +1,157	+5%	+$31.2K	0.12%	160
2016 Q1	$600K	Buy	23,627 +1,054	+5%	+$26.6K	0.05%	184
2015 Q4	$594K	Sell	22,573 -3,031	-12%	-$86.2K	0.1%	180
2015 Q3	$658K	Sell	25,604 -3,666	-13%	-$107K	0.1%	171
2015 Q2	$984K	Buy	+29,270	New	+$1.02M	0.15%	136

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's BP Position: Q4 2021 in Review

Frontier Wealth Management sold out of BP (BP) in Q4 2021, closing a stake of 7,341 shares — an estimated $201K sold.

Frontier Wealth Management first reported a position in BP in Q2 2015 and held it in 23 quarters. The position peaked at $984K in Q2 2015. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

Frontier Wealth Management reported no remaining BP position as of Q4 2021 after selling out during the quarter.
Frontier Wealth Management sold 7,341 BP shares in Q4 2021, an estimated $201K.
Frontier Wealth Management first reported a position in BP in Q2 2015 and held it in 23 quarters.
Frontier Wealth Management's BP position peaked at $984K in Q2 2015.
1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Frontier Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.