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Money Concepts Capital’s BP BP Stock Holding History

Money Concepts Capital’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
-43,923
Closed -$1.53M – 771
2022
Q4 		$1.53M Buy
43,923
+43,282
+6,752% +$1.44M 0.07% 219
2022
Q3 		$18K Buy
641
+96
+18% +$2.86K ﹤0.01% 935
2022
Q2 		$15K Sell
545
-16,419
-97% -$503K ﹤0.01% 942
2022
Q1 		$499K Buy
+16,964
New +$517K 0.03% 437

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Concepts Capital's BP Position: Q1 2023 in Review

Money Concepts Capital sold out of BP (BP) in Q1 2023, closing a stake of 43,923 shares — an estimated $1.53M sold.

Money Concepts Capital first reported a position in BP in Q1 2022 and held it in 4 quarters. The position peaked at $1.53M in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

  • Money Concepts Capital reported no remaining BP position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 43,923 BP shares in Q1 2023, an estimated $1.53M.
  • Money Concepts Capital first reported a position in BP in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's BP position peaked at $1.53M in Q4 2022.
  • 1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.