Investmark Advisory Group’s BP BP Stock Holding History

Investmark 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
2022 Q1	–	Sell	-773	Closed	-$20K	–	120
2021 Q4	$20K	Buy	+773	New	+$21.4K	0.02%	217

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Investmark Advisory Group's BP Position: Q1 2022 in Review

Investmark Advisory Group sold out of BP (BP) in Q1 2022, closing a stake of 773 shares — an estimated $20K sold.

Investmark Advisory Group first reported a position in BP in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Investmark Advisory Group reported no remaining BP position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 773 BP shares in Q1 2022, an estimated $20K.
Investmark Advisory Group first reported a position in BP in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's BP position peaked at $20K in Q4 2021.
1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.