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Laurel Wealth Advisors (California)’s BP BP Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$237K Sell
6,787
-2,891
-30% -$96.2K 0.02% 581
2022
Q3 		$276K Sell
9,678
-5,226
-35% -$156K 0.03% 506
2022
Q2 		$423K Sell
14,904
-283
-2% -$8.67K 0.04% 399
2022
Q1 		$446K Sell
15,187
-5,810
-28% -$177K 0.04% 444
2021
Q4 		$559K Buy
20,997
+8,305
+65% +$230K 0.04% 410
2021
Q3 		$347K Sell
12,692
-1,118
-8% -$28K 0.06% 306
2021
Q2 		$365K Buy
13,810
+619
+5% +$16.2K 0.05% 354
2021
Q1 		$321K Buy
13,191
+2,339
+22% +$56.3K 0.05% 342
2020
Q4 		$223K Buy
+10,852
New +$205K 0.03% 401
2020
Q1 		– Sell
-11,561
Closed -$436K – 364
2019
Q4 		$436K Sell
11,561
-23,559
-67% -$895K 0.07% 281
2019
Q3 		$1.33M Buy
35,120
+26,253
+296% +$1M 0.23% 115
2019
Q2 		$364K Sell
8,867
-249
-3% -$10.4K 0.08% 267
2019
Q1 		$392K Buy
9,116
+1,397
+18% +$57.3K 0.1% 240
2018
Q4 		$283K Sell
7,719
-7,929
-51% -$317K 0.08% 257
2018
Q3 		$688K Buy
15,648
+8,089
+107% +$338K 0.17% 137
2018
Q2 		$324K Sell
7,559
-525
-6% -$22.1K 0.09% 245
2018
Q1 		$304K Sell
8,084
-8,619
-52% -$325K 0.09% 237
2017
Q4 		$642K Sell
16,703
-527
-3% -$19.1K 0.18% 134
2017
Q3 		$597K Buy
17,230
+200
+1% +$6.35K 0.2% 116
2017
Q2 		$523K Sell
17,030
-253
-1% -$7.87K 0.19% 132
2017
Q1 		$520K Buy
17,283
+10,375
+150% +$315K 0.2% 124
2016
Q4 		$221K Sell
6,908
-644
-9% -$19.4K 0.1% 215
2016
Q3 		$223K Buy
+7,552
New +$219K 0.11% 220

Other funds holding BP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its BP (BP) stake by 30% in Q4 2022, selling an estimated $96.2K and leaving 6,787 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #581.

Laurel Wealth Advisors (California) first reported a position in BP in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.33M in Q3 2019. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,787 shares of BP worth $237K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 2,891 BP shares in Q4 2022, an estimated $96.2K.
  • BP made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #581 holding.
  • Laurel Wealth Advisors (California) first reported a position in BP in Q3 2016 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s BP position peaked at $1.33M in Q3 2019.
  • 1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.