McCarthy Asset Management’s BP BP Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-50	Closed	-$1K	–	73
2022 Q1	$1K	Sell	50 -50	-50%	-$1.52K	﹤0.01%	312
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	230
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	234
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	286
2021 Q1	$2K	Sell	100 -20	-17%	-$482	﹤0.01%	284
2020 Q4	$2K	Buy	+120	New	+$2.26K	﹤0.01%	262

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

McCarthy Asset Management's BP Position: Q2 2022 in Review

McCarthy Asset Management sold out of BP (BP) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

McCarthy Asset Management first reported a position in BP in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

McCarthy Asset Management reported no remaining BP position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 50 BP shares in Q2 2022, an estimated $1K.
McCarthy Asset Management first reported a position in BP in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's BP position peaked at $3K in Q4 2021.
1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.