One Wealth Advisors’s BP BP Stock Holding History

One Wealth Advisors’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	-1,671	Closed	-$58.4K	–	246
2022 Q4	$58.4K	Buy	+1,671	New	+$55.6K	0.01%	386

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

One Wealth Advisors's BP Position: Q1 2023 in Review

One Wealth Advisors sold out of BP (BP) in Q1 2023, closing a stake of 1,671 shares — an estimated $58.4K sold.

One Wealth Advisors first reported a position in BP in Q4 2022 and held it in 1 quarter. The position peaked at $58.4K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

One Wealth Advisors reported no remaining BP position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,671 BP shares in Q1 2023, an estimated $58.4K.
One Wealth Advisors first reported a position in BP in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's BP position peaked at $58.4K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.