Lenox Wealth Advisors’s BP BP Stock Holding History

Lenox Wealth Advisors’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	$54K	Hold	1,780	–	–	0.01%	238
2021 Q4	$47K	Hold	1,780	–	–	0.01%	263
2021 Q3	$49K	Hold	1,780	–	–	0.01%	236
2021 Q2	$47K	Buy	+1,780	New	+$46.7K	0.01%	240
2020 Q4	–	Sell	-100	Closed	-$2K	–	621
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	504
2020 Q2	$2K	Sell	100 -83	-45%	-$1.99K	﹤0.01%	507
2020 Q1	$4K	Buy	183 +85	+87%	+$2.75K	﹤0.01%	445
2019 Q4	$4K	Buy	+98	New	+$3.72K	﹤0.01%	497
2018 Q3	–	Sell	-27	Closed	-$1K	–	421
2018 Q2	$1K	Buy	+27	New	+$1.13K	﹤0.01%	501
2017 Q4	–	Sell	-128	Closed	-$4K	–	394
2017 Q3	$4K	Buy	+128	New	+$4.07K	﹤0.01%	86
2016 Q2	–	Sell	-32	Closed	-$1K	–	210
2016 Q1	$1K	Sell	32 -62	-66%	-$1.56K	﹤0.01%	232
2015 Q4	$2K	Buy	94 +62	+194%	+$1.76K	﹤0.01%	313
2015 Q3	$1K	Hold	32	–	–	﹤0.01%	377
2015 Q2	$1K	Buy	+32	New	+$1.12K	﹤0.01%	278
2014 Q4	–	Sell	-219	Closed	-$8K	–	325
2014 Q3	$8K	Hold	219	–	–	﹤0.01%	186
2014 Q2	$9K	Hold	219	–	–	﹤0.01%	144
2014 Q1	$9K	Sell	219 -122	-36%	-$4.81K	0.01%	135
2013 Q4	$14K	Buy	341 +122	+56%	+$4.54K	0.01%	138
2013 Q3	$8K	Hold	219	–	–	0.01%	114
2013 Q2	$7K	Buy	+219	New	+$7.62K	0.01%	140

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lenox Wealth Advisors's BP Position: Q1 2022 in Review

Lenox Wealth Advisors held its BP (BP) position steady in Q1 2022 at 1,780 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #238.

Lenox Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 20 quarters since. 1,026 funds tracked by Wall St. Rank hold BP as of Q1 2022.

Lenox Wealth Advisors held 1,780 shares of BP worth $54K as of Q1 2022.
Lenox Wealth Advisors left its BP share count unchanged in Q1 2022.
BP made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #238 holding.
Lenox Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 20 quarters since.
1,026 funds tracked by Wall St. Rank held BP as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.