Graves Light Lenhart Wealth’s BP BP Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-327	Closed	-$9K	–	220
2022 Q2	$9K	Hold	327	–	–	﹤0.01%	490
2022 Q1	$10K	Hold	327	–	–	﹤0.01%	536
2021 Q4	$9K	Hold	327	–	–	﹤0.01%	608
2021 Q3	$9K	Hold	327	–	–	﹤0.01%	566
2021 Q2	$9K	Hold	327	–	–	﹤0.01%	569
2021 Q1	$8K	Hold	327	–	–	﹤0.01%	589
2020 Q4	$7K	Buy	+327	New	+$6.16K	﹤0.01%	583

Other funds holding BP

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graves Light Lenhart Wealth's BP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of BP (BP) in Q3 2022, closing a stake of 327 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in BP in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 1,000 funds tracked by Wall St. Rank hold BP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining BP position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 327 BP shares in Q3 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in BP in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's BP position peaked at $10K in Q1 2022.
1,000 funds tracked by Wall St. Rank held BP as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.