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Kore Private Wealth’s BP BP Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-100
Closed -$2K – 376
2020
Q2 		$2K Hold
100
– – ﹤0.01% 1029
2020
Q1 		$2K Hold
100
– – ﹤0.01% 909
2019
Q4 		$4K Buy
+100
New +$3.8K ﹤0.01% 872
2019
Q2 		– Sell
-102
Closed -$4K – 302
2019
Q1 		$4K Sell
102
-1
-1% -$41 ﹤0.01% 790
2018
Q4 		$4K Buy
+103
New +$4.11K ﹤0.01% 712

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kore Private Wealth's BP Position: Q3 2020 in Review

Kore Private Wealth sold out of BP (BP) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in BP in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

  • Kore Private Wealth reported no remaining BP position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 100 BP shares in Q3 2020, an estimated $2K.
  • Kore Private Wealth first reported a position in BP in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's BP position peaked at $4K in Q4 2019.
  • 864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.