Milestone Wealth’s BP BP Stock Holding History

Milestone Wealth’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	-839	Closed	-$22K	–	229
2022 Q1	$22K	Hold	839	–	–	0.02%	174
2021 Q4	$22K	Buy	+839	New	+$23.3K	0.02%	174

Other funds holding BP

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Wealth's BP Position: Q2 2022 in Review

Milestone Wealth sold out of BP (BP) in Q2 2022, closing a stake of 839 shares — an estimated $22K sold.

Milestone Wealth first reported a position in BP in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Milestone Wealth reported no remaining BP position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 839 BP shares in Q2 2022, an estimated $22K.
Milestone Wealth first reported a position in BP in Q4 2021 and held it in 2 quarters.
Milestone Wealth's BP position peaked at $22K in Q1 2022.
1,007 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.