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Legacy Capital Partners’s BP BP Stock Holding History

Legacy Capital Partners’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 		$1M Buy
34,089
+14,965
+78% +$456K 0.33% 72
2021
Q4 		$509K Sell
19,124
-390
-2% -$10.8K 0.16% 103
2021
Q3 		$533K Buy
19,514
+8,600
+79% +$215K 0.19% 100
2021
Q2 		$288K Buy
+10,914
New +$286K 0.1% 124
2020
Q4 		– Sell
-12,209
Closed -$213K – 136
2020
Q3 		$213K Sell
12,209
-2,673
-18% -$57.9K 0.09% 127
2020
Q2 		$347K Sell
14,882
-2,124
-12% -$51K 0.15% 106
2020
Q1 		$415K Sell
17,006
-1,150
-6% -$37.2K 0.21% 88
2019
Q4 		$685K Sell
18,156
-2,800
-13% -$106K 0.28% 77
2019
Q3 		$796K Sell
20,956
-6,584
-24% -$251K 0.35% 71
2019
Q2 		$1.13M Buy
27,540
+915
+3% +$38.4K 0.5% 63
2019
Q1 		$1.15M Buy
26,625
+14,977
+129% +$614K 0.53% 56
2018
Q4 		$428K Buy
11,648
+4,340
+59% +$173K 0.23% 88
2018
Q3 		$323K Buy
7,308
+2,284
+45% +$95.5K 0.15% 103
2018
Q2 		$216K Buy
+5,024
New +$211K 0.11% 118

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

Legacy Capital Partners's BP Position: Q1 2022 in Review

Legacy Capital Partners increased its BP (BP) stake by 78% in Q1 2022, buying an estimated $456K and bringing the position to 34,089 shares worth $1M. The position accounts for 0.33% of the portfolio, ranked #72.

Legacy Capital Partners first reported a position in BP in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2019. 1,025 funds tracked by Wall St. Rank hold BP as of Q1 2022.

  • Legacy Capital Partners held 34,089 shares of BP worth $1M as of Q1 2022.
  • Legacy Capital Partners bought 14,965 BP shares in Q1 2022, an estimated $456K.
  • BP made up 0.33% of Legacy Capital Partners's portfolio in Q1 2022, its #72 holding.
  • Legacy Capital Partners first reported a position in BP in Q2 2018 and has held it in 14 quarters since.
  • Legacy Capital Partners's BP position peaked at $1.15M in Q1 2019.
  • 1,025 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.