JPLA
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Joseph P. Lucia & Associates’s BP BP Stock Holding History

Joseph P. Lucia & 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
2022
Q2 		– Sell
-2
Closed – – 442
2022
Q1 		$0 Buy
+2
New +$61 ﹤0.01% 443
2021
Q4 		– Sell
-207
Closed -$6K – 175
2021
Q3 		$6K Hold
207
– – ﹤0.01% 419
2021
Q2 		$5K Hold
207
– – ﹤0.01% 435
2021
Q1 		$5K Hold
207
– – ﹤0.01% 416
2020
Q4 		$4K Buy
+207
New +$3.9K ﹤0.01% 396
2020
Q3 		– Sell
-125
Closed -$2K – 125
2020
Q2 		$2K Hold
125
– – ﹤0.01% 427
2020
Q1 		$2K Hold
125
– – ﹤0.01% 388
2019
Q4 		$5K Hold
125
– – ﹤0.01% 359
2019
Q3 		$5K Sell
125
-2
-2% -$76 0.01% 361
2019
Q2 		$5K Buy
+127
New +$5.33K 0.01% 360

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joseph P. Lucia & Associates's BP Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of BP (BP) in Q2 2022, closing a stake of 2 shares.

Joseph P. Lucia & Associates first reported a position in BP in Q2 2019 and held it in 10 quarters. The position peaked at $6K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining BP position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2 BP shares in Q2 2022.
  • Joseph P. Lucia & Associates first reported a position in BP in Q2 2019 and held it in 10 quarters.
  • Joseph P. Lucia & Associates's BP position peaked at $6K in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.