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Global Wealth Strategies & Associates’s BP BP Stock Holding History

Global Wealth Strategies & Associates’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
-145
Closed -$5.52K – 332
2023
Q1 		$5.52K Buy
+145
New +$5.42K ﹤0.01% 203

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Wealth Strategies & Associates's BP Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of BP (BP) in Q2 2023, closing a stake of 145 shares — an estimated $5.52K sold.

Global Wealth Strategies & Associates first reported a position in BP in Q1 2023 and held it in 1 quarter. The position peaked at $5.52K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining BP position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 145 BP shares in Q2 2023, an estimated $5.52K.
  • Global Wealth Strategies & Associates first reported a position in BP in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's BP position peaked at $5.52K in Q1 2023.
  • 1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.