Intellectus Partners’s BP BP Stock Holding History

Intellectus Partners’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 Q1	–	Sell	-8,100	Closed	-$283K	–	256
2022 Q4	$283K	Buy	+8,100	New	+$270K	0.1%	208

Other funds holding BP

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intellectus Partners's BP Position: Q1 2023 in Review

Intellectus Partners sold out of BP (BP) in Q1 2023, closing a stake of 8,100 shares — an estimated $283K sold.

Intellectus Partners first reported a position in BP in Q4 2022 and held it in 1 quarter. The position peaked at $283K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Intellectus Partners reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Intellectus Partners sold 8,100 BP shares in Q1 2023, an estimated $283K.
Intellectus Partners first reported a position in BP in Q4 2022 and held it in 1 quarter.
Intellectus Partners's BP position peaked at $283K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Intellectus Partners's 13F filing for Q1 2023, filed 4 May 2023.