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Legacy Wealth Management (Mississippi)’s BP BP Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-12,610
Closed -$476K – 97
2019
Q4 		$476K Buy
+12,610
New +$479K 0.41% 69

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s BP Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of BP (BP) in Q1 2020, closing a stake of 12,610 shares — an estimated $476K sold.

Legacy Wealth Management (Mississippi) first reported a position in BP in Q4 2019 and held it in 1 quarter. The position peaked at $476K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 12,610 BP shares in Q1 2020, an estimated $476K.
  • Legacy Wealth Management (Mississippi) first reported a position in BP in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s BP position peaked at $476K in Q4 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.