Outlook Wealth Advisors’s BP BP Stock Holding History

Outlook 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
2020 Q1	–	Sell	-8,544	Closed	-$323K	–	156
2019 Q4	$323K	Sell	8,544 -12,214	-59%	-$464K	0.18%	113
2019 Q3	$789K	Sell	20,758 -158	-0.8%	-$6.03K	0.47%	48
2019 Q2	$858K	Buy	20,916 +503	+2%	+$21.1K	0.57%	43
2019 Q1	$878K	Buy	20,413 +15,951	+357%	+$654K	0.72%	32
2018 Q4	$1.64M	Buy	+4,462	New	+$178K	0.75%	29

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Outlook Wealth Advisors's BP Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of BP (BP) in Q1 2020, closing a stake of 8,544 shares — an estimated $323K sold.

Outlook Wealth Advisors first reported a position in BP in Q4 2018 and held it in 5 quarters. The position peaked at $1.64M in Q4 2018. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Outlook Wealth Advisors reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 8,544 BP shares in Q1 2020, an estimated $323K.
Outlook Wealth Advisors first reported a position in BP in Q4 2018 and held it in 5 quarters.
Outlook Wealth Advisors's BP position peaked at $1.64M in Q4 2018.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.