Huber Financial Advisors’s BP BP Stock Holding History

Huber Financial Advisors’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 Q1	–	Sell	-6,133	Closed	-$231K	–	118
2019 Q4	$231K	Buy	6,133 +74	+1%	+$2.81K	0.08%	109
2019 Q3	$230K	Buy	+6,059	New	+$231K	0.09%	109
2019 Q2	–	Sell	-4,712	Closed	-$203K	–	123
2019 Q1	$203K	Buy	+4,712	New	+$193K	0.1%	115
2018 Q4	–	Sell	-4,745	Closed	-$209K	–	100
2018 Q3	$209K	Sell	4,745 -2	-0%	-$84	0.16%	97
2018 Q2	$204K	Buy	+4,747	New	+$199K	0.19%	92

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

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

Huber Financial Advisors's BP Position: Q1 2020 in Review

Huber Financial Advisors sold out of BP (BP) in Q1 2020, closing a stake of 6,133 shares — an estimated $231K sold.

Huber Financial Advisors first reported a position in BP in Q2 2018 and held it in 5 quarters. The position peaked at $231K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Huber Financial Advisors reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Huber Financial Advisors sold 6,133 BP shares in Q1 2020, an estimated $231K.
Huber Financial Advisors first reported a position in BP in Q2 2018 and held it in 5 quarters.
Huber Financial Advisors's BP position peaked at $231K in Q4 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.