MLFP
BP icon

MPS Loria Financial Planners’s BP BP Stock Holding History

MPS Loria Financial Planners’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
-6,909
Closed -$203K – 75
2022
Q1 		$203K Buy
+6,909
New +$211K 0.09% 82
2021
Q3 		– Sell
-7,866
Closed -$208K – 81
2021
Q2 		$208K Buy
7,866
+530
+7% +$13.9K 0.1% 81
2021
Q1 		$178K Buy
7,336
+47
+0.6% +$1.13K 0.08% 86
2020
Q4 		$152K Sell
7,289
-3,342
-31% -$63K 0.07% 92
2020
Q3 		$186K Sell
10,631
-292
-3% -$6.32K 0.1% 71
2020
Q2 		$255K Buy
10,923
+6
+0.1% +$144 0.14% 58
2020
Q1 		$266K Buy
10,917
+42
+0.4% +$1.36K 0.2% 48
2019
Q4 		$410K Buy
10,875
+58
+0.5% +$2.2K 0.24% 38
2019
Q3 		$410K Sell
10,817
-50
-0.5% -$1.91K 0.27% 32
2019
Q2 		$445K Buy
10,867
+357
+3% +$15K 0.28% 33
2019
Q1 		$452K Sell
10,510
-154
-1% -$6.31K 0.3% 32
2018
Q4 		$391K Sell
10,664
-1,276
-11% -$50.9K 0.28% 38
2018
Q3 		$526K Sell
11,940
-443
-4% -$18.5K 0.33% 33
2018
Q2 		$532K Sell
12,383
-9
-0.1% -$378 0.54% 29
2018
Q1 		$467K Buy
12,392
+129
+1% +$4.86K 0.33% 33
2017
Q4 		$472K Sell
12,263
-123
-1% -$4.46K 0.32% 36
2017
Q3 		$429K Sell
12,386
-1,242
-9% -$39.5K 0.31% 39
2017
Q2 		$418K Buy
+13,628
New +$424K 0.28% 40

Other funds holding BP

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's BP Position: Q2 2022 in Review

MPS Loria Financial Planners sold out of BP (BP) in Q2 2022, closing a stake of 6,909 shares — an estimated $203K sold.

MPS Loria Financial Planners first reported a position in BP in Q2 2017 and held it in 18 quarters. The position peaked at $532K in Q2 2018. 1,008 funds tracked by Wall St. Rank hold BP as of Q2 2022.

  • MPS Loria Financial Planners reported no remaining BP position as of Q2 2022 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6,909 BP shares in Q2 2022, an estimated $203K.
  • MPS Loria Financial Planners first reported a position in BP in Q2 2017 and held it in 18 quarters.
  • MPS Loria Financial Planners's BP position peaked at $532K in Q2 2018.
  • 1,008 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on MPS Loria Financial Planners's 13F filing for Q2 2022, filed 19 Jul 2022.