Oakwell Private Wealth Management’s Banco Bilbao Vizcaya Argentaria BBVA Stock Holding History

Oakwell Private Wealth Management’s Portfolio BBVA Stock Details BBVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,316	Closed	-$136K	–	60
2023 Q1	$136K	Hold	19,316	–	–	0.06%	61
2022 Q4	$116K	Hold	19,316	–	–	0.06%	60
2022 Q3	$86K	Hold	19,316	–	–	0.05%	60
2022 Q2	$87K	Hold	19,316	–	–	0.05%	58
2022 Q1	$110K	Hold	19,316	–	–	0.06%	60
2021 Q4	$113K	Hold	19,316	–	–	0.06%	61
2021 Q3	$127K	Hold	19,316	–	–	0.07%	59
2021 Q2	$120K	Hold	19,316	–	–	0.08%	62
2021 Q1	$101K	Hold	19,316	–	–	0.07%	60
2020 Q4	$95K	Buy	+19,316	New	+$74.2K	0.07%	60

Other funds holding BBVA

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oakwell Private Wealth Management's BBVA Position: Q2 2023 in Review

Oakwell Private Wealth Management sold out of Banco Bilbao Vizcaya Argentaria (BBVA) in Q2 2023, closing a stake of 19,316 shares — an estimated $136K sold.

Oakwell Private Wealth Management first reported a position in BBVA in Q4 2020 and held it in 10 quarters. The position peaked at $136K in Q1 2023. 289 funds tracked by Wall St. Rank hold BBVA as of Q2 2023.

Oakwell Private Wealth Management reported no remaining Banco Bilbao Vizcaya Argentaria position as of Q2 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 19,316 Banco Bilbao Vizcaya Argentaria shares in Q2 2023, an estimated $136K.
Oakwell Private Wealth Management first reported a position in Banco Bilbao Vizcaya Argentaria in Q4 2020 and held it in 10 quarters.
Oakwell Private Wealth Management's Banco Bilbao Vizcaya Argentaria position peaked at $136K in Q1 2023.
289 funds tracked by Wall St. Rank held Banco Bilbao Vizcaya Argentaria as of Q2 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.