Garrett Wealth Advisory Group’s BP BP Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-125	Closed	-$4.75K	–	130
2019 Q3	$4.75K	Buy	+125	New	+$4.77K	﹤0.01%	381

Other funds holding BP

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Garrett Wealth Advisory Group's BP Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of BP (BP) in Q4 2019, closing a stake of 125 shares — an estimated $4.75K sold.

Garrett Wealth Advisory Group first reported a position in BP in Q3 2019 and held it in 1 quarter. The position peaked at $4.75K in Q3 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining BP position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 125 BP shares in Q4 2019, an estimated $4.75K.
Garrett Wealth Advisory Group first reported a position in BP in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's BP position peaked at $4.75K in Q3 2019.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.