FSA Wealth Management’s BP BP Stock Holding History

FSA 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
2020 Q3	–	Sell	-497	Closed	-$12K	–	101
2020 Q2	$12K	Sell	497 -160	-24%	-$3.84K	0.01%	249
2020 Q1	$16K	Hold	657	–	–	0.01%	196
2019 Q4	$25K	Buy	+657	New	+$24.9K	0.02%	205

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

FSA Wealth Management's BP Position: Q3 2020 in Review

FSA Wealth Management sold out of BP (BP) in Q3 2020, closing a stake of 497 shares — an estimated $12K sold.

FSA Wealth Management first reported a position in BP in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

FSA Wealth Management reported no remaining BP position as of Q3 2020 after selling out during the quarter.
FSA Wealth Management sold 497 BP shares in Q3 2020, an estimated $12K.
FSA Wealth Management first reported a position in BP in Q4 2019 and held it in 3 quarters.
FSA Wealth Management's BP position peaked at $25K in Q4 2019.
864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.