Koss-Olinger Consulting’s BP BP Stock Holding History

Koss-Olinger Consulting’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
2021 Q3	–	Sell	-14,678	Closed	-$388K	–	242
2021 Q2	$388K	Hold	14,678	–	–	0.06%	164
2021 Q1	$357K	Buy	+14,678	New	+$353K	0.06%	161

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Koss-Olinger Consulting's BP Position: Q3 2021 in Review

Koss-Olinger Consulting sold out of BP (BP) in Q3 2021, closing a stake of 14,678 shares — an estimated $388K sold.

Koss-Olinger Consulting first reported a position in BP in Q1 2021 and held it in 2 quarters. The position peaked at $388K in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Koss-Olinger Consulting reported no remaining BP position as of Q3 2021 after selling out during the quarter.
Koss-Olinger Consulting sold 14,678 BP shares in Q3 2021, an estimated $388K.
Koss-Olinger Consulting first reported a position in BP in Q1 2021 and held it in 2 quarters.
Koss-Olinger Consulting's BP position peaked at $388K in Q2 2021.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Koss-Olinger Consulting's 13F filing for Q3 2021, filed 9 Nov 2021.