JWM
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Jupiter Wealth Management’s BP BP Stock Holding History

Jupiter Wealth Management’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
-20,000
Closed -$532K – 83
2021
Q4 		$532K Hold
20,000
– – 0.28% 60
2021
Q3 		$548K Sell
20,000
-20,000
-50% -$501K 0.26% 65
2021
Q2 		$1.02M Buy
+40,000
New +$1.05M 0.49% 46

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jupiter Wealth Management's BP Position: Q1 2022 in Review

Jupiter Wealth Management sold out of BP (BP) in Q1 2022, closing a stake of 20,000 shares — an estimated $532K sold.

Jupiter Wealth Management first reported a position in BP in Q2 2021 and held it in 3 quarters. The position peaked at $1.02M in Q2 2021. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

  • Jupiter Wealth Management reported no remaining BP position as of Q1 2022 after selling out during the quarter.
  • Jupiter Wealth Management sold 20,000 BP shares in Q1 2022, an estimated $532K.
  • Jupiter Wealth Management first reported a position in BP in Q2 2021 and held it in 3 quarters.
  • Jupiter Wealth Management's BP position peaked at $1.02M in Q2 2021.
  • 1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Jupiter Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.