Lenox Wealth Management’s BP BP Stock Holding History

Lenox Wealth Management’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 Q2	$1K	Buy	+57	New	+$1.37K	﹤0.01%	683
2020 Q1	–	Sell	-230	Closed	-$9K	–	704
2019 Q4	$9K	Hold	230	–	–	﹤0.01%	456
2019 Q3	$8K	Sell	230 -118	-34%	-$4.5K	﹤0.01%	474
2019 Q2	$14K	Sell	348 -79	-19%	-$3.31K	﹤0.01%	389
2019 Q1	$18K	Hold	427	–	–	0.01%	368
2018 Q4	$16K	Buy	427 +317	+288%	+$12.7K	0.01%	327
2018 Q3	$3K	Buy	+110	New	+$4.6K	﹤0.01%	546

Other funds holding BP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Management's BP Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in BP (BP) in Q2 2020: 57 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in BP as recently as Q4 2019.

Lenox Wealth Management first reported a position in BP in Q3 2018 and has held it in 7 quarters since. The position peaked at $18K in Q1 2019. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

Lenox Wealth Management held 57 shares of BP worth $1K as of Q2 2020.
BP was a new Lenox Wealth Management position in Q2 2020.
BP made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #683 holding.
Lenox Wealth Management first reported a position in BP in Q3 2018 and has held it in 7 quarters since.
Lenox Wealth Management's BP position peaked at $18K in Q1 2019.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.