MinichMacGregor Wealth Management’s BP BP Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-598	Closed	-$20.9K	–	160
2022 Q4	$20.9K	Buy	+598	New	+$19.9K	0.01%	310
2018 Q4	–	Sell	-103	Closed	-$4K	–	147
2018 Q3	$4K	Sell	103 -1	-1%	-$42	﹤0.01%	403
2018 Q2	$4K	Sell	104 -1	-1%	-$42	﹤0.01%	398
2018 Q1	$3K	Sell	105 -2	-2%	-$75	﹤0.01%	399
2017 Q4	$4K	Sell	107 -2	-2%	-$72	﹤0.01%	380
2017 Q3	$3K	Sell	109 -2	-2%	-$64	﹤0.01%	370
2017 Q2	$3K	Sell	111 -1	-0.9%	-$31	﹤0.01%	369
2017 Q1	$3K	Sell	112 -2	-2%	-$61	﹤0.01%	365
2016 Q4	$3K	Sell	114 -2	-2%	-$60	﹤0.01%	360
2016 Q3	$3K	Hold	116	–	–	﹤0.01%	354
2016 Q2	$3K	Hold	116	–	–	﹤0.01%	347
2016 Q1	$2K	Hold	116	–	–	﹤0.01%	347
2015 Q4	$4K	Buy	+116	New	+$3.3K	﹤0.01%	294

Other funds holding BP

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management's BP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of BP (BP) in Q1 2023, closing a stake of 598 shares — an estimated $20.9K sold.

MinichMacGregor Wealth Management first reported a position in BP in Q4 2015 and held it in 13 quarters. The position peaked at $20.9K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining BP position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 598 BP shares in Q1 2023, an estimated $20.9K.
MinichMacGregor Wealth Management first reported a position in BP in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's BP position peaked at $20.9K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.